8/07/2026 Retirement Pension Funds Letter 27 - An Age of Empires: Retirement investing through a new era Review the takeaways from Amundi’s World Investment Forum on retirement pressures, shifting alliances and climate finance, while extending the analysis...
17/10/2025 Economy & Markets Gold beyond records This analysis explains why gold is gaining as a structural portfolio diversifier, driven by central-bank purchases, ETF flows, dollar weakness and geopolitical...
31/07/2025 Capital Market Assumptions Asset Class Returns Forecasts H1 2025 Mid-year update on expected returns across asset classes over a 5- and 10-year horizon.
17/06/2025 Global Outlook Ride the policy noise and shifts Global policy shifts create uncertainty but also resilience. Focus on diversification, long-term themes, and emerging markets.
17/06/2025 Real & Alternative Assets Private diversification still attractive This paper examines the outlook for private markets and hedge funds.
9/05/2025 Real & Alternative Assets Tailoring real and alternative assets to illiquidity appetit... Real and alternative assets are key to enhancing risk-adjusted returns, with private equity and debt offering higher return potential.
28/04/2025 Real & Alternative Assets Private Assets likely to stay resilient during market turmoi... Understanding how Private Assets likely behaved during the recent market selloff.