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Global Investment Views - August 2024
The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
The AI impact will vary across sectors, with AI winners likely to possess a competitive advantage and the resources to invest in AI technologies.
Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.
Geopolitics will be increasingly relevant for investors as we enter the hottest phase of US elections.
Geopolitics will be increasingly relevant for investors as we enter the hottest phase of US elections.
Explore the Mid-Year Outlook 2024: Confidence is key as restrictive monetary policies and fading fiscal expansion curb growth. Learn about new rate cuts, market prospects, and asset allocations.
It's time to enhance the asset allocation with commodities and real and alternative assets amid high uncertainty about growth and inflation.
Emerging Markets, particularly India, are playing a crucial role in driving the global economic recovery in 2024 due to their resilience.
Protectionism, sanctions, tariffs, export controls and trade wars will intensify. Investors must assess these evolving risks.