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 2024

2024_07 - Monthly Market Views-EN

Monthly Market Views: July 2024

Commentary by Monica Defend

4 themes driving markets:
  • Multi-speed global economic growth

  • Inflation likely to slow down

  • Mildly asynchronous central banks

  • Domestic politics and international geopolitics

Weekly Market Directions: July 8-12th, 2024

Geopolitics in focus as NATO leaders meet

Key takeaways:
  • Geopolitics will be increasingly relevant for investors as we enter the hottest phase of US elections.

  • After reaching new highs, equity markets may take a pause as uncertainty rises with US elections.

  • The global geopolitical reordering may benefit some Emerging Markets, like India.

Weekly Market Directions: July 8-12th, 2024

weekly market directions

Global Investment Views Infographic: June 2024

Global Investment views

Global Investment Views Infographic: June 2024

Explore the broadening of the rally with Europe

4 trends identified for the month ahead:
  • Play the rotation in equities

  • Slowing inflation positive for bonds

  • Boost potential returns through credit

  • Focus on long term winners in emerging markets 

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.

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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