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 7 - 11 July 2025

US tariffs delayed to August

Key takeaways:

  • While tariff implementation has been postponed, policymakers and central banks await clarity on the impact on the economy.
  • This uncertainty complicates international trade and relationships with major trading partners such as the EU.
  • Even though tariffs on some countries have been announced, the transactional approach of the United States could stay.

Weekly Market Directions: Week of 7 - 11 July 2025

weekly market directions

Global Investment Views Infographic: July 2025

Global Investment views

Global Investment Views Infographic: July 2025

Tariffs and fiscal policy, the moment of truth

4 trends identified for the month ahead:
  • Trump’s ‘big beautiful bill’ in limelight
  • Trade negotiations will keep uncertainty high
  • Domestic-driven opportunities in EM
  • Search for income in quality credit and banks

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 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

Marketing Communication