All Asset allocation articles – Page 2
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White papersPension Funds Letter 27 - An Age of Empires: Retirement investing through a new era
We’ve entered an era of competing forces. Our systems and societies are being forced to adjust. Alliances and partnerships are changing shape. Power balances are shifting. At the same time demographics, technological advances and climate change are transforming the investment landscape. This year our annual Amundi World Investment Forum asked a question about this new era: Is it an “Age of Empires?”, where power and potential are being remastered into different forms?
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White papersPortfolio construction in an inflationary era
We don’t expect a 2022-style inflation shock, but we recognise that 2026 is no longer a normal inflation environment. In this regime, bonds may be less reliable as an equity hedge and portfolio construction needs broader inflation protection: selective risk assets, carry over duration, real and private assets, commodities and gold.
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White papersRetirement takes centre stage: designing portfolios for long-term outcomes
At this year’s Amundi World Investment Forum, retirement emerged as a major top-of-mind topic across the plenary sessions, breakouts, peer-to-peer discussions and the closing exchanges on the consequences of current trends for investors.
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White papersMonetising AI: Driving innovation and multiple investment opportunities
Artificial intelligence has moved from experimentation to large-scale deployment and a tangible revenue driver across an ever-broadening range of industries.
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White papersInvesting in euro high yield: Key considerations for insurers
Across European insurers’ portfolios, allocations to high-yield public corporate credit remain modest, at around just 2%.
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PodcastMidyear Investment Outlook 2026 – The Power of Endurance by Outerblue Convictions
In a special edition of Outerblue Convictions, Swaha Pattanaik sits down with Monica Defend, Head of the Amundi Investment Institute, to unpack Amundi’s mid-year investment outlook, The Power of Endurance.Against a backdrop of geopolitical shocks, shifting central bank priorities and the continued strength of AI-related trades, the discussion explores why global growth may remain resilient but uneven, with fragile de-escalation abroad and broadening AI adoption continuing to shape the macro and market landscape.
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White papersAsset Allocation Outlook 3Q 2026: Staying Pro-Risk in a Broadening AI Cycle
An AI-driven capital spending cycle is gaining speed, spreading across the broader economy and creating a supportive environment for risk assets.
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White papersA record quarter for equities
“Diversification* is paramount as investors start to move away from overcrowded areas, taking profits and making room for new IPOs.”
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White papersWe don’t invest in maybe
In this note, Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, outlines his “we don’t invest in maybe” approach, focusing on infrastructure exposures supported by long-term contractual revenues linked to data center growth.
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White papersPrivate credit is not a monolith
Understanding dispersion across assets, vehicles, and leverage
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White papersGlobal Investment Views - July 2026
Over the last month, central banks have taken an increasingly hawkish turn that has forced markets to start reassessing the AI trade’s remarkable momentum. As inflation continues to rise, policymakers have remained cautious despite positive headlines around a US/Iran ceasefire deal.
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White papersThe IPO market inflection
How a new cohort of large AI-driven companies could reshape liquidity and market structure
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White papers2026 Midyear Multi-Asset Outlook: From AI Promise to Delivery
At the beginning of 2026, we were anticipating a year when market leadership would pivot back to the U.S., given that global growth drivers remained narrowly focused on AI and largely U.S.-based. Taiwan and Korea supply much of the chips that drive AI, and several mega-caps from these two countries have almost single-handedly pulled emerging markets into the winners’ circle.
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White papersA New Investment Playbook for An Unruly World
In a new paper, “A New Investment Playbook for an Unruly World,” MetLife Investment Management outlines how investors may adapt to a shifting global framework, rising geopolitical influence and a more complex, volatile market environment that may be less U.S.-centric.
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White papersRelative Value & Tactical Asset Allocation Q3 2026
Markets are refocusing on fundamentals as geopolitical noise fades. This Q3 2026 outlook highlights resilient growth, persistent inflation and opportunities in high-quality sectors. Discover where disciplined, income-focused investors can find value.
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White papersMulti-Asset Investments Views: Midnight oil
SpaceX’s initial public offering saw the company valued at about $1.8 trillion, which propelled it into the world’s top 10 firms by market capitalisation. It marked a pivotal moment for public equity markets and the artificial intelligence ecosystem.
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White papersThe sovereignty challenge: Investment opportunities in a fragmented world
In today’s era of geopolitical upheaval, technological transformation, and economic fragmentation, the investment landscape is markedly shifting.
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White papersMidstream infrastructure: Essential assets in an undersupplied energy system
Widely viewed as a sector in decline only a few years ago, midstream infrastructure is benefiting from stronger demand, renewed investment and expanding opportunities to both acquire and monetize assets.
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White papersAI’s reality check reinforces diversification
“The AI trade is facing greater scrutiny as the path for rates remains uncertain and IPO supply rises,underscoring the case for diversification and selectivity.”
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White papersMid-year Investment Outlook 2026
The global economy is at an inflection point. We see growth slowing unevenly and fiscal policy becoming a more visible constraint. Meanwhile, inflation risks are rising as geopolitical shocks increasingly affect energy prices, food and fertiliser costs, and shipping routes. Still, artificial intelligence (AI) remains a strong earnings driver across regions and, increasingly, across sectors.
