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Paris, France, November 23, 2023
2024 Global Investment Outlook: slower and fragmented growth will offer sequential opportunities
June 22, 2023
2023 Mid-Year Global Investment Outlook: Opportunities beyond a precarious growth path
London, UK, November 24, 2022
2023 Global Investment Outlook : A glimmer of light after the storm ?
Risks will continue to abound, ranging from geopolitical tensions to high inflation
London, UK, December 1, 2020
Covid-19 has made anti-fragility the single most important concern for Europe’s pension industry
London, UK, November 13, 2020
Opportunities from great rotations: cyclical and value stocks, EM assets to outperform in 2021
London, UK, December 19, 2019
Investment Talks - 2020 outlook for the US 10-year Treasury bond
London, UK, November 28, 2019
2020 Investment Outlook : Stay agile amid diverging scenarios
London, UK, November 5, 2019
China's growth tremors: risks, opportunities and the road ahead
London, UK, October 11, 2019
Trump impeachment is likely, but impact on financial markets would be short-lived
UK, September 18, 2019
Amundi Investment Talks - View on Italy: beyond the short term
The end of the political crisis and next steps for the new government:
UK, September 18, 2019
Amundi Cross Asset Investment Strategy - September 2019
Trade war escalation and impact on world trade and economic growth Alessia Berardi, Deputy Head of Macroeconomic Research Trade tensions re-escalated
UK, September 18, 2019
Amundi Global Investment Views - September 2019
Back to school. Back to normal? Financial markets have been rattled in the past weeks over escalating trade war between t
August 23, 2019
Argentina: how recent events shape the investment outlook
Recent update on Argentina: Government’s decision to freez
London, UK, August 23, 2019
Investment Talks - Italian politics take centre stage
Political crisis and possible scenarios: The Deputy PM Mat
London, UK, July 15, 2019
Revisiting fixed income opportunities after the European institution appointments
London, UK, May 15, 2019
Cross Asset - May 2019 - Investment Strategy
Equity markets have remained buoyant in recent weeks: the S&P 500 is trending towards an all-time high, the European equity market (STOXX 600) is clos
London, UK, March 5, 2019
Cross Asset - March 2019 - Investment Strategy
Licence for value hunting If an investor had woken up today after three months and looked at the markets, he/she could reasonably say that not much had chang
United Kingdom, February 7, 2019
Investment Talks - China more appealing based on progress in trade negotiations
Chinese New Year brings some hopes on the trade front, as some details are emerging on progress with the negotiations. We expect some sort of
United Kingdom, February 4, 2019
Cross Asset - February 2019 - Investment Strategy
After a tough December, which led to an abrupt valuation reset, risk assets rebounded in the first weeks of the year, boosted by a market-sympathetic turn
United Kingdom, January 17, 2019
Investment Talks - Brexit deal voted down: what happens now?
Developments and scenarios ahead: The Brexit deal’s defeat in Parliament was expected, but the size of the loss was not – the result
United Kingdom, January 8, 2019
Investment Talks - Brexit muddle-through towards the approaching the parliamentary vote
Developments and scenarios ahead: The Brexit-related newsflow since the UK/EU agreement on 25 November 2018 has been quite intense.
London, UK, January 3, 2019
Global investment Views - January 2019
Focus on fundamentals to ride turbulent markets
United Kingdom, December 31, 2018
Investment Talks - Central banks in focus: assessing the path ahead for the Fed
US economy: We expect the US economy to grow above potential in 2019 and to gradually converge to its long-term growth rate of around 2%
December 17, 2018
Amundi Cross Asset Investment Strategy - December 2018
Strategies for tough markets This year has proven to be challenging for portfolio construction, as we
United Kingdom, December 3, 2018
Investment Talks - From G20: short-term relief, but it is not the final word on trade disputes
The latest G20 demonstrates some temporary progress in the US/China rel
United Kingdom, November 27, 2018
Investment Talks - Brexit: Where do we stand and what should investors expect?
Where we stand and possible scenarios ahead: After the EU approval of Brexit deal, we are going to pass through some tough times until the UK parliam
United Kingdom, November 9, 2018
Investment Talks - US Midterm election: A divided Congress opens two possible scenarios
Key takeaway: In the midterm election Democrats win the House and the GOP (Grand Old Party) strengthens its position in the Senate. Possible scenarios ahead: We believ
London, Royaume-Uni, October 16, 2018
Investment Talks - Bavarian elections: European political landscape continues to evolve
The outcome: The election result in Bavaria marked the defeat of the conservative CSU, which lost its absolute majority, and of its junior ally, the
United Kingdom, October 12, 2018
Investment Talks - Late cycle features at play: more pain, but not the end of the game
Market sell-off: a late cycle feature where uncertainty due to tariffs, rates and oil prices are sending some red signals. Autumn comes with a change
United Kingdom, October 2, 2018
Investment Talks - Italian budget proposal under scrutiny
The key points of the budget law. The Italian Government negatively surprised the markets by announcing a substantially increased budget deficit targ
UK, August 16, 2018
Investment Talks - Turkey shakes summer thin markets, but contagion risk is contained
Turkish crisis: Turkish Lira dep
