Join Amundi on 19 February 2026 as experts review Europe’s reforms, defence steps and macro/sector trends

Gold, silver and copper repriced in January as markets weigh Fed chair nominee Kevin Warsh, but industrial metals remain supported by the AI buildout.

India's policy shifts are de-risking clean energy and creating investable opportunities as private capital accelerates.

Commodity volatility amid the Fed's new chair.

Commodity volatility amid the Fed's new chair.

Sanae Takaichi's LDP secured a Lower House supermajority, ushering in a fiscal renaissance supportive for Japan's equity market.

US software stocks declined about 20% YTD as on 4 Feb, due to concerns that advancement in AI would impact businesses of some companies.

Our expert unpack the key geopolitical themes emerging in the wake of Davos and analyse their implications for markets.

In this month's edition, discover our insights on Davos and what the rupture in international order means for policy, markets and the monetary outlook....

The dollar’s dominance is contested with institutions diversifying reserves while the private sector's reliance on the dollar still endures.

Diversification is helping investors and companies navigate the rewiring of the global economy at a time of rupture in geopolitics.

Following nearly two decades of negotiations the EU and India concluded their discussions on a FTA on 27 January 2026.

The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, Investment Platforms and the Amundi Investment Institute.

January’s market lurch: transatlantic tariff threats, a surge in Japanese bond yields, and gold’s record run.

In Davos, Canadian PM Carney warned that mid‑sized countries must develop a system to replace the US‑centric global order.