CIO views: High conviction ideas from Amundi Global Investment Committee
Amundi
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PodcastTracking the trends in a time of rupture - Global Investment views by Outerblue Convictions
After a flurry of headlines and announcements from the annual World Economic Forum in Davos in January, one key message is likely to survive after most of the speeches have been long-forgotten; The world is facing a rupture in the international order.
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White papersDiversification is the response to rupture
Long after most of the speeches made at Davos 2026 are forgotten, the one message that will reverberate is that politicians, businesses and investors face a rupture in the international order. All three groups are drawing the same ineluctable conclusion: they must diversify to survive and thrive in the new environment.
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White papersIndia and EU trade deal: a look beyond financial benefits
On 27 January 2026, the European Union and India have formally concluded negotiations on a landmark free trade agreement (FTA), marking a major milestone nearly two decades in the making. Legal vetting—or “textual scrubbing”—is now underway, with both sides aiming to complete the process and sign the agreement within five to six months. Once ratified, the deal is expected to enter into force in early 2027.
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