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: July 2025

Mid-Year Investment Outlook 2025

Monthly Market Views: July 2025

Interview with Monica Defend 

4 themes driving markets:

  • Tipping point in bonds will favour European credit and EM bonds
  • Time for Europe is becoming a structural theme
  • India and EM are winners from the rerouting shift
  • Keep on diversifying with real and alternative assets

Watch the full interview with Federico Cesaraini, Head of DM FX, Cross-Asset Strategist and Monica Defend, Head of Amundi Investment Institute. 
 

Weekly Market Directions: Week of 28 July - 1 August 2025

Central banks kept rates steady

Key takeaways:
 
  • Global central banks are staying in a wait and watch mode as they assess the impact of US tariffs on the economy.
     
  • Trump has announced new tariffs and agreements that collectively raised the average US tariffs (vs. last year).
     
  • These tariffs will affect US inflation and growth, and investors may explore other regions where inflation is declining.

Weekly Market Directions: Week of 28 July - 1 August 2025

weekly market directions - central banks kept rates steady

Global Investment Views: July - August 2025

GIV July - August 2025

Global Investment Views: July - August 2025

Deal or no deal, prepare for a volatile summer

 

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: June 2025

Investment talks

Investment Talks: June 2025

The evolving IsraelIran conflict

US strikes on Iran triggered missile retaliation and a fragile ceasefire. Markets reacted cautiously with oil settling near $68, while geopolitical tensions remain elevated and uncertainties persist.

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.

*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