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News
What is in store for tech?
Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.
News
Climate investing is an opportunity for Emerging Markets
Delayed climate policies disproportionately impact lower income and emerging countries. Private investments are crucial to finance their transitions.
News
The next stage of ESG evolution in the pension landscape
A juggernaut that’s losing momentum or just refiring its engine? This question on ESG investing has come to the fore due to a confluence of exceptional events in 2022.
News
What’s next for France
The Talks outlines the recent developments in French politics and implications for investors
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Global Investment Views - December 2024
The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
content
Navigating Emerging Markets Through the Ballot Boxes
As global elections unfold, how will they shape emerging markets? Are they an entry point for investors seeking growth and diversification?
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All eyes on China
Markets have the signpost that Chinese policymakers would like to conduct broad easing.
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Primary Market Views € - November 2024
The global picture remains positive for credit markets: (growth is slowing but economic activity remains resilient and falling inflation is allowing central banks to reduce their rates.
News
Germany’s path ahead
Understand how central banks' rate divergence affects exchange rates, with a focus on US long-term yields, energy price shocks, and inflation pass-through in global economies.

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