Latest Market Insights

Our key convictions are explored through three different document types:

• Monthly Market Views
• Weekly Market Directions
• Global Investment Views

Financial analyst analyzing market insights

Monthly Market Views: October 2026

2026_October - Monthly Market Views-EN

Monthly Market Views: October 2026

Interview with Monica Defend

4 themes driving markets:

  1. Inflation is being driven by multiple factors
  2. Central banks on diverging paths
  3. AI spending must translate into sustainable earnings
  4. Broaden equity exposure across regions

Watch the full review with Monica Defend, Head of Amundi Investment Institute.

Weekly Market Directions: Week of 5 - 9 October 2026

Long-term yields at high levels

Key takeaways:
  • Long-term bond yields remain near multi-year highs across major countries, alongside increased volatility.
  • The move reflects a combination of forces:  persistent inflation in several major economies, monetary policy uncertainty, concerns about government finances, and geopolitical tensions affecting energy prices.
  • For investors, the key implication is the need for a more flexible  approach in fixed income and stronger diversification*.

Weekly Market Directions: Week of 5 - 9 October 2026

Weekly market directions 5 october

Global Investment Views: September 2026

GIV-B2B-Credibility under scrutiny

Global Investment Views: September 2026

Credibility under scrutiny

 

The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute. 

Cross Asset Investment Strategy: September 2026

The road ahead for central banks and the USD

 

Find the latest edition of our monthly publication, exploring the macro impact, the geopolitical angle and the investment implications.

Cross Asset Investment Strategy: September 2026

Preview spread of Cross Asset document

Investment Talks: October 2026

Preview spread of Investment Talks document

Investment Talks: October 2026

Markets assess higher yields amid AI exuberance

 

Read our latest Investment Talks to learn how rising yields, persistent inflation, stronger US data and AI-driven bond supply are keeping fixed income volatile, while creating attractive entry points for active, selective and diversified bond investors.
 

Amundi Investment Institute


The Amundi Investment Institute platform combines an explanation of what’s going on in the economy and markets with implications for investors. They produce a range of regular and ad-hoc publications tailored to a wide range of readers.

*Diversification does not guarantee a profit or protect against losses.

Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 29 November 2024. Diversification does not guarantee a profit or protect against a loss. The views expressed regarding market and economic trends are those of the author and not necessarily Amundi Asset Management S.A.S. and are subject to change at any time based on market and other conditions, and there can be no assurance that countries, markets or sectors will perform as expected. These views should not be relied upon as investment advice, a security recommendation, or as an indication of trading for any Amundi product. This material does not constitute an offer or solicitation to buy or sell any security, fund units or services. Investment involves risks, including market, political, liquidity and currency risks. Past performance is not a guarantee or indicative of future results.

Date of first use: 29 November 2024
Doc ID: 4062410