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: 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 14 - 18 July 2025

China’s growth set to hit target in 2025

Key takeaways:
 
  • Despite the ongoing trade war with the United States, China’s growth remained resilient thanks to trade diversification* into non-US markets.
     
  • China is set to reach its 5% growth target for 2025, with less need for additional fiscal stimulus this year.
     
  • While ongoing trade negotiations will keep uncertainty high, we see areas of resilience across emerging economies.

Weekly Market Directions: Week of 14 - 18 July 2025

weekly market directions

Global Investment Views Infographic: August 2025

Global Investment views

Global Investment Views Infographic: August 2025

Deal or no deal, prepare for a volatile summer

4 trends identified for the month ahead:
  • Fiscal policies, economic growth in focus
  • Focus on resilient stocks less affected by trade war
  • EM resilience is being tested by trade volatility
  • Yield in corporate credit is attractive

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 08 May 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: 1 July 2024

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