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: April 2026

2026_APRIL - Monthly Market Views-EN

Monthly Market Views: April 2026

Interview with Monica Defend

4 themes driving markets:

  • Inflation risks rise, especially in Europe.
  • Central banks pause and stay data-dependent.
  • Dollar strength may prove temporary.
  • Emerging markets stay resilient, but selectivity matters.

     

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

Weekly Market Directions: Week of 30 March - 3 April 2026

Crisis highlights diversification*

 
Key takeaways:
  • The Iran crisis has triggered a repricing in equities, with most regions coming under stress - US more so than others, year to date.
  • Long-term, the rotation towards Europe, Japan and EM may play out in different phases and could be affected by how long energy prices remain elevated.
  • In our view adding multiple layers of diversification*, seeking returns across the asset class spectrum and maintaining safeguards in place may help support a more resilient portfolio.  
     

Weekly Market Directions: Week of 30 March - 3 April 2026

weekly market  directions

Global Investment Views: April 2026

Preview of Global Investment Views paper

Global Investment Views: April 2026

Ongoing conflicts lifts inflation expectations

 

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: March 2026

Mapping the fallout: Iran, oil, and global markets

 

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

Cross Asset Investment Strategy: March 2026

Cross-Asset-Investment-march

Investment Talks: March 2026

Implications of US-Israel strikes on Iran

Investment Talks: March 2026

Implications of US-Israel strikes on Iran

 

Read our latest Investment Talks to learn how disruptions from the Iran crisis could impact various regions and what this could mean for 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