All Articles tagged with 'Monica Defend'

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Our convictions remain unchanged despite the return of tariff uncertainty

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

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26 Feb 2026

2026 to be a year of transition as the global economy adjusts to a regime of ‘controlled disorder’

From Amundi Investment Institute

The global economy is adjusting to a regime of ‘controlled disorder’, where a tech revolution is reshaping an already multipolar world faced with geopolitical tensions and fiscal concerns, according to Amundi, Europe’s

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25 Nov 2025

India and Europe have long term allure as global rivalries intensify

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

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17 Jun 2025

A semblance of a goldilocks ahead of Trump’s inauguration

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

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20 Jan 2025

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

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

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17 Dec 2024

The Artificial Intelligence revolution

The Amundi Investment Institute has released a white paper that explores the impact of Artificial Intelligence (AI) on various investment sectors and the winners and losers from this revolution. Vincent

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06 Aug 2024

Indian assets poised for growth

Key points India’s economic and demographic outlook points to strong growth over the next decade and suggest Indian equities could over-perform main equity markets. Investment is expected to drive the

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02 Jun 2023

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]