Key highlights on long-term scenarios and return forecasts.

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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.

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Check the quartely update of the Amundi's medium to long-term expected returns on various asset classes.

In the first papers of this series, we addressed the issues of how institutional investors should set their investment objectives – a key element of any Investment Policy Statement (IPS) – and how to articulate their asset allocation across different horizons.

Understanding how to articulate asset allocation across different time horizons.

Economic cycles have been a crucial driver for financial markets, making regime-based dynamic asset allocation (DAA) a common practice in supporting optimal portfolio construction. Discover how Amundi Institute leverages artificial intelligence for its investment approach.

Check the quartely update of the Amundi's medium to long-term expected returns on various asset classes.

The continuing surging inflation due to the supply shocks and the Ukrainian conflict have dominated headlines compounding to the possible repercussions surrounding climate change, further affecting economic and financial indicators in the medium term and beyond.

The shift to an inflationary late cycle has been confirmed with greater conviction and a focus on higher inflation (and rates). Economic momentum is still decelerating at a global level but with tentative signs of stabilisation.