19/08/2026 Capital Market Assumptions Asset Class Returns Forecasts H2 2026 H2 2026 CMA update confirms a regime of ruptures, with expected returns improving in fixed income and selected equity markets.
20/05/2026 Podcasts Outerblue Talks Research - Adapting to Ruptures - Diversific... This podcast explores the main insights from Amundi’s 2026 Capital Markets Assumptions. Listen to how long-term investing is being reframed by a world...
13/05/2026 Cross Asset Research Cross Asset Investment Strategy - May 2026 Despite the uncertaintiy surrounding the conflict in the Middle East, the case for emerging market equities and fixed income looks strong.
13/05/2026 Economy & Markets EM equities have room to run on earnings, tech and fiscal su... This article shows why EM equities still have room to run, with stronger earnings, a robust tech cycle and fiscal support offsetting energy-related risks.
13/05/2026 Economy & Markets EM debt: reading the shock and finding opportunities EM debt is driven by global rates and the dollar, but stronger policy credibility has improved resilience. Selective value remains in local-currency debt,...
30/04/2026 Retirement The vital role of fixed income in strengthening European aut... Explore how fixed income strategies can help strengthen European autonomy .
24/04/2026 Investment Views Global Investment Views - May 2026 This edition of the GIV elaborates on how our assessment and the market's interpretation of the middle east crisis is changing.