All Global articles – Page 14
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White papersDynamic asset allocation on the rise as pension plans face an era of controlled disorder
The new regime might well witness fiscal dominance, rising inflation, trade tensions and pronounced volatility.
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White papersWhy tokenise money market funds?
This document outlines what tokenisation is and how it can unlock new efficiencies for money market fund (MMF) investors.
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White papersGlobal real estate outlook – Edition 2025/26
The impact of tariffs is starting to feed through to US consumer prices, with the latest inflation print at 3.0% for September, up from 2.7% in July, but still below the 4.0% initially feared following the ‘liberation day’ announcements in April. We have yet to see the full impact of tariffs come through, with an expected one-off uptick in inflation, and there remains a constant threat of further changes to tariff levels.
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White papersStewardship 2026 Outlook:A systemic shift in a changing world?
The coming year will bring both challenges and opportunities. Artificial intelligence, the climate transition and the shifting sands of geopolitics will all play an outsize role but in 2026, investor stewardship will increasingly focus on systemic economic risks and opportunities alongside the financial performance of individual investments. For universal owners – those widely invested in the economy with long-term horizons – absolute returns will matter and not just relative performance. This means stewardship needs to extend beyond corporate engagement to include active participation in shaping policy and market best practices that create environments for companies to grasp opportunities sustainably and grow profitably.
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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 papersGlobal Real Estate Outlook 2026: Real estate in the age of AI - Mapping tomorrow’s landscape
Real estate has been, and always will be, heavily influenced by structural changes. The rise of Artificial Intelligence (AI) is an increasingly important theme – one which is beginning to dramatically change our world and have widespread consequences for the sector.
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White papersAI Capex: It’s Not All or Nothing
Recent AI-related volatility across risk markets mixes signal with noise. The more important task is to recognize that we are in a multiyear buildout and to invest with that sequencing in mind.
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White papersHow US Dollar Weakness Could Buoy Emerging Markets
Emerging-market assets have benefitted from a softer dollar, which could remain weak for a while.
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White papersEmerging from Behind the Scenes: Finding Income Further Afield
Can investors tap the potential of developing world debt without taking too much risk? Liz Bakarich says yes.
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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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White papersWhy invest in sustainably managed timberland?
Unlock the potential of timberland investing. Discover how sustainable timberland investment can offer attractive risk-adjusted returns, reliable income, and real asset diversification—while acting as a proven inflation hedge investment. As awareness of the social and environmental benefits of natural capital investing grows, learn how timberland can support both financial performance and positive ecosystem impact.
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White papersQ4 2025 Global Trends and Tactics: Real estate opportunities and risks in the current environment
Discover the latest quarterly real estate market trends in our quarterly research report. Dive deeper into regional market and sector conditions to find out the tactics we incorporate into our investment decisions.
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VideoAI vs. Demographics: Jobs and the Meaning of Work
Explore AI’s impact on productivity and labor markets with Rick Brink and Inigo Fraser Jenkins. The US could benefit more than others, given its industrial composition, and AI’s social and political implications could be far-reaching. You’ll also gain insight into the strategic implications for US equities and AI’s role in shaping economic and investment outcomes.
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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 papersFriendvesting: the new architecture of investment in a fractured world
For decades, institutional investors constructed global portfolios with a primary focus on economic fundamentals-growth prospects, sectoral trends, and market efficiency. Geography mattered, but mainly as a source of diversification: emerging versus developed markets, Asia versus Europe. Geopolitics, when considered at all, was the preserve of sovereign wealth funds and the occasional risk manager. That era has ended.
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White papersMarket data: the strategic imperative for institutional investors
In today’s interconnected financial ecosystem, market data is not just an operational necessity, it’s a strategic asset. It’s the foundation for analytics, indices and execution strategies. For institutional investors managing large-scale portfolios, the ability to access, interpret and act on accurate data is critical to maintaining performance and mitigating risk in volatile markets.
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White papersPlaying the Long Game Amid Risk Market Turbulence
Among the factors driving equity market swings recently and since summer, monetary policy – and very recently, the fear of a misstep in monetary policy – has been particularly powerful.
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White papersQ4 2025 Global Trends and Tactics
Global private real estate markets are experiencing a significant turnaround, with values climbing for five consecutive quarters and total returns turning positive across all 21 tracked countries in Q2 2025, marking a decisive end to the 2022-2024 correction. Transaction volumes have surged to $739 billion over the trailing year—a 19% year-over-year increase—while real estate debt markets present compelling opportunities as lending risk diminishes, though tighter pricing reflects intensifying competition for quality assets. Read the full report to explore the data driving this global recovery and understand the investment landscape ahead.
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White papersFrom skepticism to settlements: how global class actions are delivering for investors
For institutional investors, the idea of recovering losses through securities litigation outside the United States has long carried a sense of uncertainty. The United States, with its robust class action system and the opportunity for investors to sit on the sidelines of litigation while still benefiting from recoveries, make the United States the most active jurisdiction relied upon by investors to compensate for corporate and accounting irregularities as well as misstatements. For decades, with billions in recoveries available to investors every year, there was no need for investors to seek recovery outside of the United States.
