Governance-driven reform and a stronger macro backdrop are lifting ROE and can result in a sustained rerating of Japanese equities.

Over the past fifteen years, responsible investment has evolved, shifting from broad ESG scores to more granular climate risk management.

Replay: experts analyse scenarios after US–Israel strikes on Iran, energy and inflation impacts, regional and cross‑asset implications.

This paper examines how geopolitical risk (GPR) is transmitted across global financial markets by analyzing its effects on equities, sovereign bonds,...

The Fragmented Forces Shaping Markets podcast examines tariff uncertainty, AI 2.0 disruptions, monetary policy tensions and diversification themes, offering...

The piece dsicusses the ongoing war in the Middle East, our expectations and related investment implications and macro views.

The US technology sector is leading earnings growth for Q4 but markets are no longer giving a free pass to these businesses.

To understand Amundi's latest macro and investment convictions coming from our Global CIOs, the Investment Platforms and the Investment Institute.

Join our experts on Wednesday, 18 March for a focused discussion.

Some of the key convictions that we have highlighted in our outlook have been playing out and some trends have accelerated.

Amundi webinar 19 February 2026: experts review Europe’s reforms, defence steps and macro/sector trends

The Munich Security Conference emphasized that strategic autonomy is central to European security.

The Hedge Fund Investor Barometer 2026 compiles responses from 200+ investors, analysing perceived risks, regional allocation and strategy outlooks to...

Most equity indexes in Asia rose more YTD than both the US and Europe, except for China. Within EM, Latin America also saw strong gains.

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