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Rethinking global diversification

Geopolitics, tariffs and the energy crisis are reshaping markets around resilience, fiscal dominance and regional diversification. Investors should rethink US exposure and diversify by region, currency and sector.

Global Investment Views - June 2026

This GIV elaborates on the diverging forces in different parts of the markets, our changed economic scenario and investment convictions.

The lifecycle remix: glidepaths, personalisation and private assets

Discover how lifecycle investing is evolving with smarter glidepaths, personalisation and private assets to boost retirement outcomes.

Capital Market Assumptions 2026

The global economy and markets are increasingly being impacted by ruptures. Strategically diversifying long-term allocations can build resilience.

10 themes for private assets in 2026

Across private assets, selectivity is becoming key. Discover the major themes shaping private equity, private debt, real estate and infrastructure.

ESG Thema #23 - Digital Transition Series - The Social Dimensions of Responsible AI Deployment

AI presents significant economic opportunity, but realizing its benefits requires responsible deployment and strong governance.

Global Outlook

Invitation | 2026 Global Investment Outlook: Keep It Turning

Investment Views

Cross Asset Research

EM debt: reading the shock and finding opportunities

Capital Market Assumptions

Weekly Market Directions

A renewed imperative for green transition

The energy crisis is increasing the need for green transition investment. On 3 June, the European Commission announced additional fiscal flexibility for energy security investments.

Line chart of global electricity generation shares from Apr 2019 to Apr 2026, showing solar and wind climbing from about 9% to 20% and overtaking gas, which stays near 22%–25%, for the first time. Title and source note cite Amundi and EmberEnergy.

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ESG Thema #24 - Assessing physical climate risks for soverei...

Climate risks could translate into financial risks and affect sovereign debt’s pricing and sustainability.

10/06/2026

ESG Thema

ESG Thema #23 - Digital Transition Series - The Social Dimen...

AI presents significant economic opportunity, but realizing its benefits requires responsible deployment and strong governance.

Your guide in a fast-changing investment world

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Welcome to Amundi

The Amundi Research Center publishes our thought leadership, investment convictions, and market strategies and brings the best academic research to our clients.

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