June marks the return of the annual Amundi World Investment Forum. As multiple conficting and contradictory global factors converge, this year’s event explored how these are resetting world dynamics and how investors can adjust. How do we interpret the wide ranging effects of the increasingly interconnected relationship between geopolitics and economics? To what extent is the face of diplomacy changing as coordinated decision-making becomes more complicated? How are the pressing climate issues, rapid technological advancements and demographic shifts impacting investment, and what are the implications for the way people invest or save for retirement? These are some of the questions we explored as we discussed the “Reboot in progress: Playing by New Rules”.
Before the main event, the peer-to-peer sessions gathered together professionals from the same industry to discuss the main trends shaping their sector. As well as exploring the main retirement themes in 2025, the group of assembled pension funds dug deeper into the rising tensions and recent geopolitical developments with our in-house experts. Explore the highlights of the discussions in this edition of our Pension Fund letter.
Continuing with the forward-looking focus, our second article shares Amundi’s investment outlook for the second half of 2025 in this era of shifting geopolitics and policy, putting the spotlight on the big themes that pension funds should look out for.
We wrap up the letter by revisiting climate investing and how it is evolving, looking in particular at how a public market approach to investing in climate solutions may offer investors diversification and alpha opportunities beyond traditional indexes.
You can now read the full whitepaper at the link below
