Germany’s path ahead

This Amundi Cross Asset Investment Strategy report provides key insights into economic and market trends for 2025, with a focus on global growth, inflation, and tactical investment strategies.  

• Economic Outlook: The ECB targets 2% inflation by mid-2025 with steady rate cuts, while U.S. fiscal policy under Trump adds growth but heightens inflation risks.  
• Equities: Favor U.S. mid-caps and European industrials, avoiding overvalued mega-caps.  
• Fixed Income: Prefer short-duration bonds and TIPS amid yield volatility, with selective opportunities in EM debt.  
• Geopolitics: Trade tensions and tariff impacts remain key global risks.  

For deeper analysis and actionable strategies, access the full report.