Gold correction driven by positioning, not fundamentals

From

Gold will be back in focus this week carrying a renewed risk premium, as Iran’s closure of the Strait of Hormuz over the weekend rattled markets and threatened to wipe

continue reading

Our convictions remain unchanged despite the return of tariff uncertainty

From

Since the start of the year, some of the key convictions highlighted by Amundi, Europe’s largest asset manager, have been playing out and some trends have accelerated. According to Vincent

continue reading

Amundi publishes 2024 Green Bonds Impact Report evaluating the positive impact of its green bond strategies

From

Amundi, the leading European asset manager[1], announced the publication of its 2024 Green Bond Impact Report that evaluates the environmental impact  of Amundi’s flagship green bond strategies (Amundi Responsible Investing Impact Green

continue reading

Amundi flags market weakness as fiscal deficit concerns and tariff risks mount  

From

Mounting concerns over large US fiscal deficits, along with consumers’ inflation expectations have started moving the markets. The issues around fiscal sustainability were further aggravated by discussion around the passing

continue reading

India and Europe have long term allure as global rivalries intensify

From

Emerging market equities are positioned to outperform developed ones over the next decade according to Amundi, Europe’s largest asset manager. The US-China tech rivalry will particularly benefit India due to

continue reading

China’s technological rise slowed by complex hurdles

From

With its rapid advancements in critical technologies, today, China is a formidable competitor to the developed West for global technology leadership. Innovation can take many forms, including process innovation in

continue reading

Overcoming barriers to retirement savings: behavioural factors and existing schemes

From

Individuals face difficulties in making savings decisions due to the complexity of determining savings amounts and how to allocate assets, compounded by behavioural issues like ‘present bias’ and procrastination. Many

continue reading

The Fed’s dilemma and wage growth

From

As the Reserve Bank of Australia decides on the next interest rate movement, Mahmood Pradhan, Head of Global Macro, Amundi Investment Institute looks at the state of current rate policy

continue reading

A semblance of a goldilocks ahead of Trump’s inauguration

From

Markets have cheered any good news emerging in 2024 from the economy, corporate earnings and the political environment, although occasionally they were caught by surprise. Looking ahead, they will be

continue reading

After Trump victory, all eyes turn to inflation and global markets

From

The election of Donald Trump has brought renewed focus on inflation and its potential ripple effects on global markets. Over recent months, the combination of a resilient US economy, Trump’s

continue reading