CIO views: High conviction ideas from Amundi Global Investment Committee
Amundi
2025 Top 500 ranking: 8
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White papersPolicy on pause
“Global central banks are assessing the extent of the stagflationary shock. They want to keep market and consumer inflation expectations in check, while also retaining the flexibility to respond to any shock to growth and consumption. This is what we call disciplined optionality.”
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PodcastGeopolitical friction and the new market reality - Investment Views by Outerblue Convictions
Markets have remained surprisingly resilient despite a fast-moving news cycle, rising geopolitical tensions and growing uncertainty around the outlook for growth and inflation. In this episode of Outerblue Convictions, host Swaha Pattanaik speaks with Monica Defend, Head of the Amundi Investment Institute, following the IMF spring meetings in Washington to discuss the structural shifts now shaping markets and what they mean for investors.
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White papersPension Funds Letter 26 - Funding autonomy & accelerating reform in a ruptured world
While the world faces another international geopolitical crisis, the global Economy is moving through a structural shift. The many, continued ruptures we are seeing in trade and policy coordination, together with the fragmented approaches to the Energy transition and AI deployment, have led to persistent volatility. Volatility has become embedded in this new regime. Rupture has become the system.
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