Investment analysis for yield and duration-focused investors
Markets have not fully regained their earlier optimism bias, but are a little more cheerful. Yesterday, US President Trump signed an agreement essentially reaffirming the status quo with Greenland...
Read Alban de Faÿ's interview for the 10th anniversary of the Impact Green Bond strategy, where he shares how the green bond market has evolved and how Amundi continues to lead.
The summer saw global equity markets regain momentum, led by technology stocks, supported by resilient economic activity and strong corporate earnings results. Bond markets remained cautious about...
Felipe Villarroel delivered the keynote address at TwentyFour Asset Management's Annual Fixed Income Conference in London on 17 September 2026.
Asia credit has been navigated by an old map for the better part of a decade. Learn more.
George Bory and Maulik Bhansali explain how policy shifts, artificial intelligence (AI) financing, and global divergence are reshaping fixed income markets, creating opportunities for income genera...
The spread between French and German government debt has once again breached 100bps, reflecting a confluence of French fiscal and political pressures.
A global generation is now experiencing sustained “normal” interest rate levels for the first time. US Treasury (UST) yields sit near levels last experienced in 2007, reflecting a combination of re...
Evidence of central banks’ independence and inflation fighting credibility, solid economic data and corporate profits, robust capex and resilient consumers lift the likelihood of expansion to 85%,...
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