CIO views: High conviction ideas from Amundi Global Investment Committee
Amundi
2024 Top 500 ranking: 8
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White papersTail risks to watch
We see geopolitical risks persisting as a base-case scenario for 2025. Below we share the main upside and downside risks to our base case that investors should take into consideration.
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White papersThe Fed’s dilemma
Recent inflation numbers are in line with a short pause in the path towards the Fed’s target, yet bond yields have moved sharply higher since the Fed’s big cut. Medium-term inflation expectations – including FOMC member expectations – have moved higher (see chart), but most of the increase in ten-year yields since the election reflects a rise in real rates.
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