All Global articles
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White papersPositioning portfolios for the next world order
The global operating system is being re-wired. Strategic rivalry is back, self-interest is back, and the institutions built to manage a more cooperative world are visibly straining. None of this is sudden. The pressures have been building since the Global Financial Crisis, but their impact on markets is becoming harder to ignore. For investors, the result is a more fragmented, policy-driven world in which outcomes are more uneven and less predictable, and in which resilience matters more than ever.
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White papersAt AI’s Edge: Precision Hardware Is Moving From Data Centers To Devices
As the AI rollout shifts from training large language models in the cloud to orchestrating armies of agents on local devices, hardware makers are racing to upgrade their components to meet rising computational demand.
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White papersSix Themes Redefining the Corporate Hybrid Market
The corporate hybrid market has gone global, with issuance hitting €108 billion in 2025. Six forces are reshaping what this asset class is, who issues it, and how investors should approach it.
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White papersFixed Income Outlook 3Q 2026: Looking to the Data When Visibility Is Low
Diverging economic growth and less visibility on policy are creating opportunities in fixed income rates and credit.
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White papersShifts, myths and monoliths: A clearer view on private debt
Private debt has come under increased scrutiny in recent months. But attention has focused on a relatively small corner of a vast and varied asset class. Here, we set out some of the biggest myths surrounding private debt and explain why the evidence does not support them.
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White papersEquity Outlook 3Q 2026: Broadening Earnings Growth Meets Elevated Volatility
We believe the market will continue to rally—driven by broadening earnings, not multiple expansion—though the grind higher may be bumpier as risk mounts.
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White papersA unique market moment and the case for active judgement
We are living through an extraordinary market environment. The level of concentration in many equity benchmarks has increased significantly.
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White papersInvesting in a ‘Low Trust’ World
Geopolitics shapes the backdrop for policy and business decision-making. It influences fiscal and industrial policy, public spending, inflation and interest rates. It shapes choices companies make, thereby affecting trade routes and supply chains too.
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White papersOpen for business: Evergreens and the transformation of access to private markets
Until recently, investing in private markets meant accepting a deal: hand over your capital, wait several years, repeat. Evergreen vehicles offer a more efficient option.
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White papersThe Infrastructure Behind AI
Artificial intelligence feels instantaneous, but that speed is built on a vast physical system across from cell towers, transmission networks, data centers, energy systems and beyond. Our infographic outlines how AI is fundamentally an infrastructure story.
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White papersPension Funds Letter 27 - An Age of Empires: Retirement investing through a new era
We’ve entered an era of competing forces. Our systems and societies are being forced to adjust. Alliances and partnerships are changing shape. Power balances are shifting. At the same time demographics, technological advances and climate change are transforming the investment landscape. This year our annual Amundi World Investment Forum asked a question about this new era: Is it an “Age of Empires?”, where power and potential are being remastered into different forms?
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White papersHow to Invest Smarter in the Race for Electrification
While opportunities abound across the energy value chain, renewables may come onstream the fastest.
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PodcastMidyear Investment Outlook 2026 – The Power of Endurance by Outerblue Convictions
In a special edition of Outerblue Convictions, Swaha Pattanaik sits down with Monica Defend, Head of the Amundi Investment Institute, to unpack Amundi’s mid-year investment outlook, The Power of Endurance.Against a backdrop of geopolitical shocks, shifting central bank priorities and the continued strength of AI-related trades, the discussion explores why global growth may remain resilient but uneven, with fragile de-escalation abroad and broadening AI adoption continuing to shape the macro and market landscape.
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White papersA record quarter for equities
“Diversification* is paramount as investors start to move away from overcrowded areas, taking profits and making room for new IPOs.”
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White papersWe don’t invest in maybe
In this note, Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, outlines his “we don’t invest in maybe” approach, focusing on infrastructure exposures supported by long-term contractual revenues linked to data center growth.
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PodcastGeopolitics and the economy: How war-triggered oil price shock was largely avoided
Dire predictions about possible catastrophic impacts of the Iran conflict on oil prices – and thus on the global economy – appear to have largely proven unfounded. Thijs Van de Graaf, Professor of International Energy Politics at Ghent University, talks with Daniel Morris, Chief Market Strategist, about the range of factors that have mitigated the effects of the war.
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White papersPrivate credit is not a monolith
Understanding dispersion across assets, vehicles, and leverage
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White papersGlobal Investment Views - July 2026
Over the last month, central banks have taken an increasingly hawkish turn that has forced markets to start reassessing the AI trade’s remarkable momentum. As inflation continues to rise, policymakers have remained cautious despite positive headlines around a US/Iran ceasefire deal.
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White papersBeyond the pitch: private capital funds sports infrastructure and operations
The FIFA World Cup is underway, but the action for institutional investors is in the financing that underpins modern sports.
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White papers2025 Engagement Report: continuing to drive long-term value through stewardship
Stewardship has been at the core of our Responsible Investment approach since our inception and is now firmly established as a central pillar of our 2025-2028 Climate Strategy.
