All Inflation articles – Page 2
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White papersFrom Liberation Day to Independence Day
Business confidence needs to improve to restart U.S. investment and growth—could the forthcoming tax bill provide the impetus?
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PodcastOuterblue Convictions - Global Investment Views - Trade wars continue to complicate policy decisions
The spring meetings in Washington are a useful platform to gauge opinion of policymakers, economists, bankers and investors from around the world. In this latest edition of our monthly investment views podcast, Monica Defend, Head of Amundi Investment Institute, catches up with Swaha Pattanaik on her return from the US to share Amundi’s latest investment views and talk about the mood in Washington, and what this might mean for the markets.
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White papersPrivate and listed infrastructure: The case for a complete portfolio
Allocations to both listed and private infrastructure can provide increased diversification, liquidity and enhanced performance
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PodcastOuterblue Talks Research – Capital Market Assumptions 2025
Against a backdrop of extraordinary global uncertainty, Amundi’s 2025 capital market assumptions report explores the game changers that are shaping investment decisions and asset class return expectations. Join Giulio Lombardo as he speaks to Monica Defend, Head of the Amundi Investment Institute, and John O’Toole, Head of Multi-Asset Investment Solutions, to discover this year’s main findings and what’s changed since last year.
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White papersInfrastructure debt – Broad opportunities, but risk must be managed closely
Investor appetite for infrastructure debt is proving to be robust in the face of a challenging fundraising environment for private markets. Vincent Guillaume and Stephanie Passet, Co-heads of Infrastructure Debt, argue for a disciplined approach to risk tolerance.
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White papersHow to effectively use inflation-linked bonds in a portfolio
For the past year, fears over rapidly rising inflation have somewhat receeded and the market’s focus has been elsewhere.
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White papersKeep calm and carry on: Infrastructure and the first 100 days of Trump
In our 2025 infrastructure outlook, we argued that the macro backdrop is positive for private infrastructure, and that the 2025 edition of our report is the most bullish one we have written in the last three years. That positive sentiment may feel off the mark after the first few months of 2025, especially with volatility across the global markets due to uncertain policies under the new Trump presidency.
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White papersTrump’s first 100 days
“The eventful first 100 days in office of Donald Trump put into question the dominant role of US assets, thus pushing global investors to look to other areas such as Europe in search for diversification*.”
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White papers2025 Mid-Year European Outlook: Still On Track, Despite Tariffs
The prime European real estate recovery is expected to stay on track. Regardless of the fast-changing news on tariffs and its related macroeconomic uncertainties, current income and projected rental growth are expected to mitigate the tariff’s impact on European prime returns.
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White papersHarnessing the power of duration in global bond portfolios
Following the rise of global interest rates on the back of much higher inflation over the last few years, investors are now focusing on the expectation for lower official rates, as the tightening of financial conditions has spurred on central banks to start loosening monetary policy.
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White papersTrump has constraints – May macro and asset class views
April has been a month of extremes, but it is in extreme scenarios that we are learning what limitations Trump faces in his bid to reshape the US domestically, and in its relationship with the rest of the world. We think these constraints provide the market with some reassurance that the most negative tail-scenarios can be avoided, even though the economic outlook is set to deteriorate in coming months.
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White papersTrade war is clouding global growth
“Uncertainty on policy and tariffs, and weakening US economic growth call for a continued rotation towards regions such as Europe and selective emerging markets that may offer strong long-term opportunities.”
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White papersPrivate Assets likely to stay resilient during market turmoil
Market weakness started in late February, primarily driven by a valuation correction in the US tech sector and a de-concentration of most crowded stocks. This was amplified by declining sentiment amongst households, corporations, and investors.
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White papersBond market volatility presents more opportunities for multi-asset investors
Central bank policy, rising geopolitical tensions and escalating concerns around the global macroeconomic backdrop have together caused considerable equity market volatility as well as a significant repricing in the fixed income universe.
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White papersModerating inflation keeping ECB on track
The eurozone economy is facing a dramatic increase in macroeconomic uncertainty. Changes in US foreign policy are forcing a re-think of Europe’s defence spending and Germany’s fiscal stance. The economic outlook is clouded by US trade policy, with the imposition of tariffs a significant shock to growth.
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White papersAsset Allocation Committee Outlook 2Q 2025
“Much now depends on whether we see a more structured and predictable approach to policymaking in the U.S., especially on trade and the size and cost of government.”
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White papersFixed Income Investment Outlook 2Q 2025
The Trump administration’s announced tariffs have introduced new turbulence to the markets as investors seek to assess the possible ramifications across economies and asset classes.
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White papersFixed Income Perspectives Q2 2025
Quarterly macro and market insights from Capital Group’s fixed income team
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White papersHarrison Street 2025 Europe Outlook
Europe’s Inflation Story: Significant Progress Has Been Made but Risks Remain
