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: July 2024

2024_07 - Monthly Market Views-EN

Monthly Market Views: July 2024

Commentary by Monica Defend

4 themes driving markets:
  • Multi-speed global economic growth

  • Inflation likely to slow down

  • Mildly asynchronous central banks

  • Domestic politics and international geopolitics

Weekly Market Directions: July 1st-5th, 2024

Equities at all time highs

Key takeaways:
  • 18 of the 23 biggest Equity markets have hit all time highs in the first half of this year.

  • A resilient economic outlook and expectations of rate cuts should support a broadening of the rally.

  • Emerging markets and global companies outside the expensive mega caps may be in favour later in the year.

Weekly Market Directions: July 1st-5th, 2024

weekly market directions

Global Investment Views: July 2024

Global Investment views

Global Investment Views: July 2024

Inflation trends, central banks and geopolitics to drive markets

4 trends identified for the month ahead:
  • Multi speed economic growth

  • US disinflation continues

  • Asynchronous central banks

  • The importance of geopolitics

Cross Asset Investment Strategy: March 2024

6 questions concerning the weakness behind US resiliency

In this edition, Mahmood Pradhan, Head of Global Macroeconomics - Amundi Investment Institute and Annalisa Usardi, CFA, Senior economist - Amundi Investment Institute discuss

Cross Asset Investment Strategy: March 2024

Cross Asset Investment

Investment Talks: July 2024

Investment talks

Investment Talks: July 2024

UK election delivers no-drama outcome

 

Britain’s Labour Party returned to power for the first time in 14 years after winning a large majority in parliamentary elections.

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.