The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
More > 10 minutesBeyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.
More 5 to 10 minutesThe GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
More > 10 minutesUnderstanding the macroeconomic and investment outlook for 2023.
More > 10 minutesNatural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures.
More 5 to 10 minutesThe Fed has started shrinking its balance sheet as part of its fight against elevated inflation.
More 5 to 10 minutesChina’s cyclical recovery outlook hinges critically on developments in Covid-19 policy. Housing will become less of a drag as the sector manages an L-shaped landing.
More 5 to 10 minutesCheck the quartely update of the Amundi's medium to long-term expected returns on various asset classes.
More < 5 minutesThe GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
More > 10 minutes