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

• 21

Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have risen a lot, and are still rising.

• 44

Q4 2022 was the first quarter of YoY profit declines for the United States, while Europe has held up better. In the United States, Big Tech-related sectors are suffering the most and we confirm a cautious view.

• 70

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

• 91

High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continued firm stance will bring down inflation, possibly faster than expected.

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

• 12

ESG improvers investment approach - outlines the ESG improvers concept (main piece) and there is a three pager infographics piece

In one month, China dropped most of its Covid-related restrictions, vowed to support the housing market more, and set pro-growth policies.

The energy crisis resulting from the war in Ukraine has altered profoundly Europe’s economic performance and prospects.