All Commentary articles
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Asset Manager NewsActis launches new Latin American hyperscale data center platform, TERRANOVA, To Accelerate Latin America’s Digital Expansion
SÃO PAULO & LUXEMBOURG, 2 December 2025: TERRANOVA, a new hyperscale data center platform established by Actis, a leading growth market investor in sustainable infrastructure, and part of General Atlantic, a global investment leader, today announced its official launch in Latin America. TERRANOVA’s mission is to power the region’s next phase of digital growth, building energy-efficient and customer-focused data centers that meet the rising demand for AI and cloud infrastructure across Brazil, Mexico, and Chile.
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White papersGlobal Investment Views - December 2025
The year is drawing to a close with most risk assets in positive territory, and global stocks and metal prices seeing multiple highs. Even the longest US government shutdown in history didn’t curb market enthusiasm. We think markets have been looking through the weakness in the belief that monetary and fiscal policy levers will be available for support, that profitability of AI investments is almost a given, and that corporate earnings will continue to exceed expectations, following a strong results season in the US, somewhat less so in Europe. The tariffs’ impact on consumption is also largely being ignored.
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White papersArtificial Intelligence for Behavioral Finance
Artificial Intelligence (AI), particularly Machine Learning (ML) and Deep Learning (DL) techniques, have been extensively used in consumer finance to assess credit risk, develop automated models for loan attribution, and forecast households’ insurance claims and spending. However, their application in analyzing retail investors’ behaviors and designing tools to shape financial advice has emerged more recently.
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Podcast2026 Investment Outlook - Keep it turning - Global Investment views by Outerblue Convictions
In this month’s podcast, we take a longer view than usual, as we look at our market convictions and investment views for the next 12 months. Join our host, Swaha Pattanaik, for her regular catch up with Monica Defend, Head of Amundi Investment Institute, for a whistle-stop tour around the world and across asset classes to discover the key talking points from Amundi’s 2026 Investment Outlook.
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WebinarAmundi’s 2026 Global Investment Outlook
During this webinar, Vincent Mortier, Group Chief Investment Officer, and Monica Defend, Head of Amundi Investment Institute & Chief Strategist, shared insights on Amundi’s 2026 Global Investment Outlook.
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White papersThe rise of AI-washing: what investors need to know
Artificial intelligence (“Al”) has become ubiquitous in today’s technological landscape. Whether it’s running algorithms that recommend streaming content, driving autonomous vehicles that navigate traffic, or even simply sorting an e-mail inbox, Al is undoubtedly a powerful tool that promises efficiency, scalability, and competitive advantage for modern technology companies. As a result, companies that focus on the enhancement of Al capabilities often garner heightened attention from investors seeking to capitalize on innovative new technologies.
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White papersWhat makes a Qualifying Money Market Fund unique?
This document outlines what makes a fund ‘qualifying’ and why it’s worth considering a short-term sterling prime fund over bank deposits.
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White papersAI’s insatiable appetite for energy
The rapid expansion of AI datacentres is placing increasing demands on electricity providers and energy grids. Velika Talyarkhan and Michael Yamoah examine the challenges for governments and companies.
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White papersPrivate Markets 2026 Outlook
Learn the views of our private markets experts. Mobilising new sources of capital and democratising private markets.
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White papersMacroeconomic outlook: Surprisingly resilient
The global economy has proved surprisingly resilient in 2025. In the immediate aftermath of Liberation Day, the IMF forecast that the global economy would grow by 2.8% in 2025. It now expects global growth of 3.2% this year.
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White papers2026 Investment Outlook
A spirit of endurance has characterized the market rally of the past year. This looks set to persist in 2026 as the global economy transitions to a new innovation-led regime and geopolitics enters a phase of controlled disorder.
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White papersU.S. power market in a period of unprecedented growth and transformation
Following nearly two decades of stagnation, power demand is now surging, with an average annual growth rate of over 1% between 2021 and 2024, and approximately 3% growth in 2024 alone. Current long-term growth expectations range from 2% to well above 3% per year; by some measures, the U.S. is expected to add the equivalent power demand of New York over the next five years.
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White papersInfrastructure gains ground as investors seek steady private market returns
Rising tensions in globalisation and constraints to public and lending markets are enabling private capital to become a key driver of resilient, long-term infrastructure investment.
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White papersUS corporate earnings season nears close
For the quarter ended 30 September 2025, over 81% of companies beat earnings expectations led by the information technology, consumer staples, and financial sectors. This is well above the historical average and the second-best since the last quarter of 2021. Along with some other factors, these earnings boosted sentiment in the stocks markets which have continued their ascent this year.
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White papersThe Great Global Restructuring
How AI, trade, the US debt and dollar outlook are reshaping the investment landscape.
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White papersBoE stays on hold, all eyes on budget now
At its November meeting, the BoE kept its policy rates unchanged at 4%. Policymakers noted that a deceleration in overall inflation is underway, favoured by a restrictive policy stance, softening labour market, and easing services inflation. Risks around achieving the bank’s 2% inflation target are more balanced, and downside risks from weak demand have grown. Looking ahead, we expect one rate cut in December and two more next year, although further actions may depend on incoming data.
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White papersSolving for 2026
Our investment leaders break down the macro environment and its implications for equities, fixed income, and private markets in 2026.
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White papersChina: Strategic Choices in a Changing Century
China and the US have agreed on a one‑year pause in their trade war, signalling a willingness to manage risks. While both remain committed to enhancing their own supply‑chain and technology autonomy, this “ceasefire” should not be interpreted as a strategic reset; rather, it’s a pragmatic step towards coexistence.
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White papersThe AI Story Isn’t Going in Circles
Skeptics of “circular” dealmaking within the AI industry may be missing the point.
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White papersAre we in an AI bubble?
In the past few weeks, I have been struck by the volume of media coverage focusing on whether investor enthusiasm for artificial intelligence is driving the market toward an “AI bubble.”
