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 2025

2025_November - Monthly Market Views-EN Long

Monthly Market Views: November 2025

Interview with Monica Defend 

4 themes driving markets:

  • AI capex supports growth, though consumption is softening.
  • Eurozone growth slows short-term, until Germany’s fiscal stimulus kicks in.
  • ECB likely cuts once more, Fed expected to cut twice this year.
  • Global fiscal policies diverge: China deleverages while Japan and Germany expand.

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

Weekly Market Directions: Week of 3–7 November 2025

BoE stays on hold, all eyes on budget now

Key takeaways:
 
  • The BoE held rates steady in November, but we expect it to cut them in the coming months, as growth is likely to stay sluggish.
     
  • Markets are now looking towards the UK government’s Autumn budget scheduled to be released later in the month.
     
  • The Autumn budget should provide details on the UK governments policy related to taxes, and how it aims to reduce debt and tackle the cost of living problem.

Weekly Market Directions: Week of 3–7 November 2025

weekly market directions

Global Investment Views Infographic: November 2025

Global Investment views

Global Investment Views Infographic: November 2025

An era of conflicting choices

4 trends identified for the month ahead:
  • Earnings are the engine for equities
  • US inflation expectations are important for bonds
  • Stars align for EM
  • Moderately positive on risk assets

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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