Latest Market Insights

Our key convictions are explored through three different document types:

• Monthly Market Views
• Weekly Market Directions
• Global Investment Views

Financial analyst analyzing market insights

Monthly Market Views: April 2025

2025_04- Monthly Market Views - EN Long

Monthly Market Views: April 2025

Commentary by Monica Defend 

 

4 themes driving markets:

  • Germany's fiscal shift and the EU's defence push
  • Tariffs threaten US growth more than inflation
  • Trade policy uncertainty makes Fed's task harder
  • China's fiscal support boosts sentiment

Weekly Market Directions: Week of 7 - 11 April 2025

Diversification* in times of uncertain markets 

 

Key takeaways:
  • Uncertainty on US trade policy and its potential impact on economic activity will keep market volatility high.
  • Geographical diversification* is key, while gold is also benefiting in this market environment.
  • Tariffs will lead to lower growth and higher inflation. Corporate profits are likely to come under pressure. 

Weekly Market Directions: Week of 7 - 11 April 2025

Weekly market direction visual

Global Investment Views: April 2025

global investment views - April 2025

Global Investment Views: April 2025

The fiscal lever returns in an uncertain global order

 

The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.

Cross Asset Investment Strategy: February 2025

What Trump 2.0 means for the economy and markets

 

Find the latest edition of our monthly publication and learn more about the impact of Donald Trump's second presidency.

Cross Asset Investment Strategy: February 2025

Cross Asset Investment: February 2025 edition

Investment Talks: March 2025

Investment Talks - Market update on US tariffs and European news

Investment Talks: March 2025

Market update: Navigating volatility amid global shifts

 

Tariffs and European news fuel volatility. What are the implications for the financial 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.

*Diversification does not guarantee a profit or protect against losses.

Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 29 November 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: 29 November 2024
Doc ID: 4062410