Macroeconomic forecasts as of 1 September 2023
Amundi
2025 Top 500 ranking: 8
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White papersDividends shine as tech cools
Markets are no longer convinced by AI spending alone. Investors now want evidence of cash flow and profitability. This is driving rotation into attractively priced, dividend-generating sectors that can also enhance diversification.
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White papersCross Asset Investment Strategy - October 2026
Topic of the Month - US midterm elections: fiscal gridlock on the horizon?
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White papersWill markets remain resilient with yields above 5%?
Ten-year Treasury yields moved above 5% on 15 September, just ahead of the Fed hike, and have stayed there, reaching 5.3% on 5 October. That is the highest level in almost 25 years. Yet equity markets have remained resilient, with the S&P 500 and the Nasdaq setting new highs. So, the key question is not just where yields go next, but what is driving them and how they will impact markets.
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