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: November 2026

2026_November - Monthly Market Views-EN

Interview with Monica Defend

 

4 themes driving markets:

  1. Further rate hikes ahead
  2. Fiscal policy in Europe
  3. AI opportunities extend beyond technology
  4. EM requires greater selectivity

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

Weekly Market Directions: Week of 2 - 6 November 2026

The great mid-term rotation

 
Key takeaways:
  • Over the past few weeks, we have seen a rotation away from US tech due to scrutiny of the massive capex and results of the US mid terms.
  • By contrast, global defensive sectors and some regions such as India posted gains.
  • This rotation underscores the importance of a global, diversified approach that avoids concentration in US tech.

The great mid-term rotation

Global Investment Views: November 2026

Shifts to quality and scarcity

Shifts to quality and scarcity

 

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: October 2026

US midterm elections: fiscal gridlock on the horizon?

 

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

US midterm elections: fiscal gridlock on the horizon?

Investment Talks: November 2026

Investment talks What the Democratic sweep means for markets

What the democratic sweep means for markets

 

Read our latest Investment Talks to discover how we expect the Democratic blue wave to affect markets: mildly positive for fixed income, while supporting broader equity market leadership beyond the US technology sector.
 

*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