CIO views: High conviction ideas from Amundi Global Investment Committee
Amundi
2025 Top 500 ranking: 8
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White papersCrisis highlights diversification
The year-to-date has been characterised by a series of geopolitical events. While markets largely shrugged off the US military action in Venezuela, the war in the Middle East triggered a sharp rise in energy prices, with knock-on effects across global markets.
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White papersConflict affecting sentiment
The Eurozone March PMI survey fell during the previous month, indicating businesses are getting worried about the Middle East conflict.
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White papersGlobal Investment Views - April 2026
With the Middle East conflict now entering its second month, high energy prices have produced knock-on effects across global financial markets. The US and European breakeven curves surged as markets repriced inflation expectations and the likelihood of central-bank rate cuts.
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