Latest Market Insights

Our key convictions are explored through three different document types:

• Monthly Market Views
• Weekly Market Directions
• Global Investment Views

Financial analyst analyzing market insights

Monthly Market Views: December 2024

2024_12 - Monthly Market Views-EN Long

Monthly Market Views: December 2024

Commentary by Monica Defend

4 themes driving markets:
  • Fed to reassess policy easing speed and timing;

  • New policies could stimulate short term US growth; 

  • Europe balancing fiscal rules with productivity investments; 

  • China signals expansionary measures amid tariff concerns. 

Weekly Market Directions: 2nd - 6th December, 2024

European bonds shine ahead of ECB meeting 

Key takeaways:
  • We expect slowing inflation and a weak recovery in Europe in 2025.

  • The ECB is most likely to cut rates further over the upcoming meeting.

  • The economic backdrop is supportive for global cross-asset investing.

Weekly Market Directions: 2nd - 6th December, 2024

Weekly market direction visual

Global Investment Views: November 2024

giv novemver 2024

Global Investment Views: November 2024

Mixed economic signals open up opportunities

The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.

Cross Asset Investment Strategy: October 2024

Draghi’s report: a call to action for Europe’s competitiveness

Mario Draghi’s report on Europe’s declining competitiveness poses a significant challenge for policymakers. While it has broad support, implementation will be hindered by fragmentation and a lack of political consensus.

Cross Asset Investment Strategy: October 2024

Cross Asset Investment Strategy

Investment Talks: December 2024

Mockup of Investment Talks brochure

Investment Talks: December 2024

What’s next for France
Disagreements over France’s 2025 budget have triggered some market volatility.

Investment Talks: December 2024

A short-lived crisis with long-lasting implications: first take on South Korea’s political event

The declaration of martial law by South Korea’s president came as a surprise to global markets.

Investment Talks: December 2024

Mockup of Investment Talks brochure
Amundi Investment Institute

The Amundi Investment Institute platform combines an explanation of what’s going on in the economy and markets with implications for investors. They produce a range of regular and ad-hoc publications tailored to a wide range of readers.

Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 29 November 2024. Diversification does not guarantee a profit or protect against a loss. The views expressed regarding market and economic trends are those of the author and not necessarily Amundi Asset Management S.A.S. and are subject to change at any time based on market and other conditions, and there can be no assurance that countries, markets or sectors will perform as expected. These views should not be relied upon as investment advice, a security recommendation, or as an indication of trading for any Amundi product. This material does not constitute an offer or solicitation to buy or sell any security, fund units or services. Investment involves risks, including market, political, liquidity and currency risks. Past performance is not a guarantee or indicative of future results.

Date of first use: 29 November 2024
Doc ID: 4062410