Latest Market Insights

Our key convictions are explored through three different document types:

• Monthly Market Views
• Weekly Market Directions
• Global Investment View Infographic.

Financial analyst analyzing market insights

Monthly Market Views: October 2024

2024_10 - Monthly Market Views-EN Long

Monthly Market Views: October 2024

Commentary by Monica Defend

4 themes driving markets:
  • Central banks’ policies; 

  • Market focus shifting to economic growth; 

  • Politics and fiscal policies; 

  • China attempts to stimulate economy. 

Weekly Market Directions: 14th-18th October, 2024

EM powering ahead

Key takeaways:
  • Emerging markets are likely to drive global growth in the long term, led by favourable demographics and demand.

  • Regions such as Asia are characterised by divergences this requires a good understanding of country dynamics.

  • Monetary easing by the Fed and subsiding inflation in EM should be further supportive of the asset class.
      

Weekly Market Directions: 14th-18th October, 2024

weekly market directions

Global Investment Views: October 2024

GIV b2b

Global Investment Views: October 2024

Fed rate cut boosts the markets but for how long

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: September 2024

The JPY carry trade: what’s next?

Discover the latest insights on JPY carry trade unwinding due to US data and BoJ's stance. Explore the impacts on global growth and potential market moves.

Cross Asset Investment Strategy: September 2024

Cross Asset Investment Strategy

Investment Talks: September 2024

Investment Talks - China policy: short-term lift or long-term change?

Investment Talks: September 2024

China policy: short-term lift or long-term change?

China's Politburo has announced a series of policy easing measures, including rate cuts and relaxed housing restrictions, aimed at stabilising the economy and reviving sentiment. 

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.