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Capital Market Assumptions 2026

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

Asia and the energy shock

This analysis of Asia and the energy shock shows how spikes in oil and gas prices are affecting inflation, fiscal balances, and vulnerable sectors across Asian economies.

Global Investment Views - April 2026

This edition of the GIV elaborates on our macro convictions around inflation, the war in the middle-east and our asset allocation views.

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.

Unpacking Asia’s 2025 Sustainable Finance Playbook

Asia's ESG reforms, transition finance and tailored frameworks are mobilizing capital for sustainable growth.

2026 Investment Outlook

AI goes global, shifting alliances reshape markets, and policy choices test central banks; these evolving trends present risks and opportunities.

Invitation | 2026 Global Investment Outlook: Keep It Turning

Global Outlook

Investment Views

Cross Asset Research

Capital Market Assumptions

Weekly Market Directions

IMF outlook points to resilience and fragilities

The latest IMF projections highlight that resilience to economic and geopolitical shocks has become a key variable for economic growth.

Bar chart titled 'IMF growth projections (2026 real GDP, %)' showing paired Jan and Apr projections for US, EUR, JPN, CHI and WORLD with light and dark bars; China projects the strongest growth while US and World show moderate growth and Europe/Japan lower; includes percent y‑axis, legend and source Amundi/IMF as at 17 April 2026.

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AI Boom or Bubble? Lessons from the Dot-Com Period

This paper compares the current AI-driven market to the dot-com boom of the late 1990s.

16/04/2026

Cross Asset Research

Cross Asset Investment Strategy - April 2026

What the energy shock means for European equity sectors, Asian economies and what has been driving gold movements.

Your guide in a fast-changing investment world

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