Latest Market Insights

Our key convictions are explored through three different document types:

• Monthly Market Views;
• Weekly Market Directions;
• Global Investment View Infographic.

Financial analyst analyzing market insights

Monthly Market Views: March 2025

2025_March_ Monthly Market Views_EN Long

Monthly Market Views: March 2025

Commentary by Monica Defend

4 themes driving markets:
  • Markets remain highly sensitive to inflation.
  • Global growth to remain reasonably resilient.
  • Europe supported by a clearer ECB path.
  • China aims to avoid a disruptive trade war.

Weekly Market Directions: Week of 3-7 March 2025

Germany’s historic step to raise spending

 

Key takeaways:
  • Germany’s plan is estimated to provide up to €1tn in additional borrowing over the next decade, which is more than a fifth of German GDP.
  • The euro has surged against the dollar, breaking a downward trend that started with the US election in November.
  • German stocks have been outperforming US ones, especially mid caps which are sensitive to domestic conditions.

Weekly Market Directions: Week of 3-7 March 2025

weekly market directions

Global Investment Views Infographic: March 2025

Global Investment views

Global Investment Views Infographic: March 2025

Markets between love and fear

4 trends identified for the month ahead:
  • Broadening of the rally to Europe and India
  • Government bonds may offer respite in times of stress
  • Quality could make all the difference in credit
  • EM yields may boost returns
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 08 May 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: 1 July 2024

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