Latest Market Insights

Our key convictions are explored through three different document types:

• Monthly Market Views
• Weekly Market Directions
• Global Investment Views

Financial analyst analyzing market insights

Monthly Market Views: October 2025

2025_10 - Monthly Market Views-EN Short

Monthly Market Views: October 2025

Interview with Monica Defend 

4 themes driving markets:

  • Tariffs may still slow growth in the coming months.
  • The Fed may be forced to cut rates further as the labour market softens.
  • ECB seems more confident that inflation is under control.
  • US-China trade tensions remain, but extreme escalation is unlikely.

Watch the full commentary with Monica Defend, Head of Amundi Investment Institute. 
 

Weekly Market Directions: Week of 22–26 September 2025

Gold is on track for a strong year

Key takeaways:
 
  • Monetary easing, fears about global investors’ moving away from the dollar and the Fed’s independence are underpinning gold demand, in our view.
     
  • Markets will look at upcoming US data for confirmation of the US economy’s slowdown and, hence, of Fed rate cut expectations.
     
  • Overall, the precious metal may offer good diversification* benefits and stability from geopolitics tensions in the long term.

Weekly Market Directions: Week of 22–26 September 2025

weekly market directions

Global Investment Views: October 2025

Global Investment views - The Fed’s employment mandate taking centre stage

Global Investment Views: October 2025

The Fed’s employment mandate taking centre stage

 

The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute. 

Cross Asset Investment Strategy: July-August 2025

Summer Twists: Tax Cuts, Tariffs, and Treasuries

 

Find the latest edition of our monthly publication and learn more about how global equities hit new highs in July amid trade deal optimism and U.S. growth hopes, even as rising tariffs and bond yield movements point to underlying market volatility and debt concerns.

Cross Asset Investment Strategy: July-August 2025

Cross-Asset-Investment-July 2025

Investment Talks: September 2025

Investment talks

Investment Talks: September 2025

The weight of September 8th on France’s future

The French Prime Minister is set to seek a vote of confidence on September 8th, facing opposition aiming to block the proposed budget plan. Despite ongoing policy uncertainty that may weigh on sentiment, France’s economic growth is expected to show modest improvement, also supported by the European Central Bank’s accommodative monetary policy.
 

Amundi Investment Institute


The Amundi Investment Institute platform combines an explanation of what’s going on in the economy and markets with implications for investors. They produce a range of regular and ad-hoc publications tailored to a wide range of readers.
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*Diversification does not guarantee a profit or protect against losses.

Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 29 November 2024. Diversification does not guarantee a profit or protect against a loss. The views expressed regarding market and economic trends are those of the author and not necessarily Amundi Asset Management S.A.S. and are subject to change at any time based on market and other conditions, and there can be no assurance that countries, markets or sectors will perform as expected. These views should not be relied upon as investment advice, a security recommendation, or as an indication of trading for any Amundi product. This material does not constitute an offer or solicitation to buy or sell any security, fund units or services. Investment involves risks, including market, political, liquidity and currency risks. Past performance is not a guarantee or indicative of future results.

Date of first use: 29 November 2024
Doc ID: 4062410