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658
News
US-Iran Talks and Market Volatility
Amundi's Weekly Market Directions examines shifting war realities and markets, highlighting the impact of US-Iran talks on oil, equities and volatility, and the case for diversification across classes and regions.
News
IMF Signals Resilience and Fragilities
The IMF outlook indicates that the global economy remains resilient, but higher energy costs, shifting supply chains and policy constraints are widening market dispersion across asset classes globally.
News
Monetary Policy Remains on Hold
The energy shock is large enough to alter the policy backdrop, but not yet clear enough to justify an immediate rate cut or hike. Central banks, including the ECB, should act cautiously in this uncertain environment
News
Positive earnings and resilient valuations reinforce the investment case for emerging markets
Positive emerging markets earnings, resilient valuations and technology leadership support a constructive investment case despite volatility, while selective opportunities remain across Asia and Latin America.
News
Inflation Remains a Key Market Concern
US input inflation surged in April, pushing bond yields higher as energy costs rise. The Fed is expected to stay cautious, balancing inflation control with signs of economic fragility.
News
Rising bond yields and mounting uncertainty reshape fixed income conditions across markets
The rise in bond yields reflects inflation, policy repricing and fiscal strain, reinforcing a selective fixed-income allocation focused on curve positioning and shorter maturities across developed markets today.
News
Equities reach new highs as the tech rally broadens across regions and sectors, especially Asia
Global equities are setting new records as the tech rally extends beyond the United States, with Asia offering attractive opportunities. Diversification across technology value chains remains key to resilience.
News
A renewed imperative for green transition as energy security and resilience take precedence
Against a backdrop of energy shocks, green transition investments strengthen energy security, diversify supply and support long-term resilience, while opening opportunities across the value chain.
News
After nearly three years, the ECB raises interest rates
The June meeting confirms a cautious stance: ECB rates stay data-dependent as energy prices, wages and inflation expectations shape policy, while eurozone activity remains fragile in the near term.
News
AI’s reality check reinforces diversification
South Korea has experienced strong market swings in recent weeks, as the AI trade has come under pressure at a global level.
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Welcome to the institutional section of Amundi Asset Management’s website. Amundi Asset Management is a portfolio management company authorised by the Autorité des Marchés Financiers under number GP 04000036. French "Société par Actions Simplifiée" - SAS, having its registered office: 91-93, boulevard Pasteur, 75015 Paris. 437 574 452 RCS Paris.

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