All Inflation articles – Page 4
-
White papersWill the Current Economic Stalemate End in a Boom or a Bust?
U.S. consumers remain resilient, but business sentiment holds the key for the trajectory of future economic growth.
-
White papersWhy should investors consider the secondary market for private credit opportunities?
Marco Busca, Head of Indirect Private Debt, Generali Asset Management - part of Generali Investments - explains why the secondary market elevates the benefits of private credit for institutional portfolio. He also introduces the recently launched Generali Private Credit Secondaries Fund, which aims to provide opportunities in a burgeoning market that targets both LP-led and GP-led transactions.
-
White papersMay CPI report: Still bracing for impact
May’s CPI came in slightly cooler than expected—headline inflation edged up by just 0.1% in May (2.4% year-over-year), while core CPI remained steady at 2.8%—thanks to lower energy and travel costs. Despite this softness, tariff pressures are anticipated to roll through the data in coming months.
-
White papersMidyear fixed-income outlook: Strategic scenarios for bond investors
How will policy uncertainty and macro headwinds shape opportunities in fixed income?
-
White papersPolicy divergences on display
“Policy decisions by global central banks are getting more nuanced, with the ECB staying on its rate cut path, the Fed in a wait-and-see mode, and the BoJ being the only major outlier.”
-
PodcastTalking Heads – Making the case for absolute return bonds
How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government finances play out ? Where are interest rates heading?
-
VideoHow can you invest in sustainable forestry?
Looking for a stable investment with a positive environmental impact? Forests are critical habitats for flora and fauna, key contributors in the fight against climate change and an abundant source of renewable inputs. They can also offer risk-adjusted returns and stable cash yields.
-
White papersThe evolving world of real assets
Real assets have the potential to offer investors a lot in ‘green’ areas such as renewable energy, green mobility, circular economy, battery storage, hydrogen, and carbon capture. Head of Real Assets Karen Azoulay discusses the features and trends of this dynamic asset class.
-
White papersFed may do little in this push-me-pull-you market
Bond investors had plenty to consider during May as momentum shifted.
-
VideoRiding the storm
In our latest video insight, Steve Chiavarone, Head of Multi-Asset Group, breaks down how we’ve steered through the recent market turbulence, shares his insights on what markets may do next, and reveals the opportunities we’re eyeing in a shifting landscape.
-
White papersTime for Europe
We are at an inflection point for Europe, signalling a promising medium-term outlook for the region, despite modest growth projections for 2025. Upcoming reforms, structural changes, and anticipated investments are expected to foster economic activity across Europe. The region stands at a pivotal moment, navigating a new defence paradigm and a fiscal push in Germany aimed at addressing the shortcomings identified in Draghi’s report.
-
White papersJune ECB meeting: In a good place to assess the risks
The ECB signaled a cautious, data-driven approach after its June meeting, balancing its first rate cut with ongoing uncertainty around inflation and geopolitical risks. Future policy moves remain flexible as the economic outlook evolves.
-
White papersAdapting to shifts in a dynamic market
Private credit: Investment opportunities and US consumer credit
-
VideoTalking Markets - The Case for Coco’s, May 2025
In this edition of Talking Markets, Head of Fixed Income, Lloyd Harris highlights how contingent capital is fairing in the current environment, discussing the correlation to other asset classes and the fundamentals of banks and insurers in these uncertain times.
-
VideoTalking Markets – Fixed Income update, May 2025
How has the bond market reacted to tariffs? In this edition of Talking Markets, Lloyd Harris, Head of Fixed Income at Premier Miton, discusses deglobalisation, inflation, bond issuance, and what this all means for fixed income investors.
-
White papersTrump/Powell: The Two Poles of Policymaking
The Fed’s processes are designed to minimize the cost of capital while the president’s tactics seem to be raising it—who’s right and who’s wrong?
-
-
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?
-
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.
-
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
