Latest Market Insights

Our key convictions are explored through three different document types:

• Monthly Market Views
• Weekly Market Directions
• Global Investment View Infographic.

Financial analyst analyzing market insights

Monthly Market Views: November 2024

2024_11 - Monthly Market Views-EN Long

Monthly Market Views: November 2024

Commentary by Monica Defend

4 themes driving markets:
  • Inflation remains on a downward path;

  • US economy is linked with consumption and labour markets; 

  • Fiscal policies getting increasingly important; 

  • Chinese measures show positive intention. 

Weekly Market Directions: 21st-25th October, 2024

Equity at election time 

Key takeaways:
  • The S&P equal weighted index has outperformed the market-cap weighted S&P 500 since June.

  • Market uncertainty is on the rise approaching US elections.

  • Global equities will likely benefit from the broadening of the rally and supportive Central Banks.

      

Weekly Market Directions: 21st-25th October, 2024

Weekly Market Directions 28 October

Global Investment Views: November 2024

giv novemver 2024

Global Investment Views: November 2024

Mixed economic signals open up opportunities

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: October 2024

Draghi’s report: a call to action for Europe’s competitiveness

Mario Draghi’s report on Europe’s declining competitiveness poses a significant challenge for policymakers. While it has broad support, implementation will be hindered by fragmentation and a lack of political consensus.

Cross Asset Investment Strategy: October 2024

Cross Asset Investment Strategy

Investment Talks: September 2024

Investment Talks - China policy: short-term lift or long-term change?

Investment Talks: September 2024

China policy: short-term lift or long-term change?

China's Politburo has announced a series of policy easing measures, including rate cuts and relaxed housing restrictions, aimed at stabilising the economy and reviving sentiment. 

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.