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Recent weeks have seen gains in the Magnificent Seven with rallies spreading across other sectors and US and European equities setting record highs. But how much longer can the equity markets keep rising and what has been driving this climb? Gi
The last month has, to a large extent, seen a reversal in investors’ expectations for central bank actions. This has been the hot topic for financial markets over the past few weeks as these expectations filter down into financial data and cont
Advances in artificial intelligence have unleashed a new wave of technological revolution, one that promises a torrent of disruption across both financial markets and our daily lives. The speed of transformation has sparked widespread concern,
Promoting social mobility and equality of opportunity remains a pressing concern for many countries, challenging the very fabric of our society. Hence, understanding the perceptions and representations of equal opportunities is essential to cat
We may only be a few weeks into 2024, but the markets have been anything but quiet. After a rocky period at the end of the year, bonds and equities eventually returned to positive territory in January, with the notable exception of China. Centr
Asia faces distinct and complex challenges when it comes to the energy transition as it looks to balance economic development with the necessity to transition to a low carbon economy. The continent is home to around 60% of the world’s populatio
In our last Convictions podcast of the year, Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, sat down last week to discuss whether any of the recent policy comments or economic data publications might have impacted our m
A special edition of Amundi’s monthly Convictions podcast focusing on the outlook for developed markets in 2024. The theme of renewed global disorder has been a topic of conversation for some years, emerging from a convergence of ideological, e
This emerging markets outlook special edition looks ahead to 2024. While a slowdown is expected in developed markets, emerging markets (EM) are likely to prove more resilient next year with the growth premium over developed markets continuing t
Against the backdrop of recent escalation of tensions in the Middle East, Swaha Pattanaik and Monica Defend, Head of the Amundi Investment Institute, sat down earlier this week to discuss the big themes that are dominating markets. In addition
Payment habits have evolved dramatically over the last few decades. The use of cash has been shrinking for some time, but this phenomenon was rapidly accelerated by the Covid crisis. In parallel, technological advances have seen the use of digi
Autumn made a hasty arrival to Europe in mid-September and it was accompanied by a multitude of monetary policy meetings. The current tightening cycle has seen plenty of interest rate hikes. But this new round of meetings show how central banks
For many, September has a back to school feel about it after a long break and is often the chance for a bit of a refresh. This summer, markets certainly weren’t on holiday, as August saw corrections and volatility, whilst there was also further
Whilst fashion trends regularly make come-backs, revivals in economic trends are a lot less frequent. The double-digit inflation rates seen over the past two years have left many wondering whether other hallmarks of the 1970s are also due for a
After months of rising rates, there could be good news for central banks as we start to see signs that inflation is finally cooling down. Swaha Pattanaik and Monica Defend, Head of Amundi Institute, discuss the main trends impacting global
Geopolitics has become an ever increasing concern for financial markets over the past few years. Fractures and shifts in alliances are transforming the global economy and trade relationships.Swaha Pattanaik sits down with Anna Rosenberg, Am
This month’s episode is a special focus on the macro-economic outlook and investment themes for 2023 and beyond.Swaha Pattanaik and Monica Defend, Head of Amundi Institute, discuss Amundi’s expectations for growth and inflation for the coming
2022 was a year to forget for emerging markets, but so far 2023 has brought more optimism that emerging markets may be making a comeback. Swaha Pattanaik speaks to Alessia Berardi, Amundi’s Head of Emerging Markets Research, to find out wh
Washington remains firmly in the spotlight this month as the US debt ceiling negotiations remain at a deadlock. While a deal is expected sooner or later, what damage will be done in the meantime, especially as the economy in the United States h
The turmoil of March may be behind us, but market signals are conflicted about what comesnext. A disconnect has appeared as bond markets look to price in a recession in the US, whilst on the equity side earnings expectations still appear overl
Outerblue Talks Research – Financial stability concerns bring US recession concerns back to the fore
The banking turmoil of the past month saw the collapse of Silicon Valley Bank in the United States and the 160-year old Credit Suisse being taken over by rival UBS. While the big market swings triggered by these events have now subsided, econom
Markets were shaken out of complacency in March, as the failure of Silicon Valley Bank, wiftly followed by Credit Suisse in Europe, sounded alarm bells and triggered a sudden repricing of core yields as bond volatility reached levels not seen s
It’s still early in 2023, but the markets have been broadly moving higher. What’s been driving the recent rally and how strong are its foundations? Swaha Pattanaik caught up last week with Monica Defend, Head of Amundi Institute, to take a
One year after Russia’s invasion of Ukraine, the geopolitical, macroeconomic, and market fallouts continue to reverberate around the globe. Whilst these have been most apparent in Europe due to its close ties to Russia, the conflict has had ong
Risky assets got off to a bumper start at the beginning of 2023, helped by more positive expectations for China following their reopening and hopes that the economic outlook in Europe might prove more resilient than previously thought. But how
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