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: September 2026

Amundi Monthly Market Views - September 2026

Monthly Market Views: September 2026

Interview with Monica Defend

4 themes driving markets:

  1. Growth holds up, but inflation risks persist
  2. Inflation keeps central banks cautious
  3. In equities, look for quality
  4. Diversify* with a multi-asset approach

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

Weekly Market Directions: Week of 31 August - 4 September 2026

Bond yields on the rise 
 

Key takeaways:
  • Global bond yields have risen across all maturities, with longer-dated bonds reaching multi-year highs. 
  • A mix of factors is driving the rise: central bank policy uncertainty amid fears of sticky inflation, funding needs and a lack of fiscal discipline.
  • A global and flexible approach can help investor adapt to a volatile economic and market landscape. 

Weekly Market Directions: Week of 31 August - 4 September 2026

Weekly market direction 7 september 2026

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: July - August 2026

Growing hopes for an industrial renaissance in Germany

 

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

Cross Asset Investment Strategy: July - August 2026

Cross-Asset-Investment-July-August

Investment Talks: September 2026

FRANCE FISCAL POLICY IN FOCUS

Investment Talks: September 2026

France’s fiscal policy in focus

 

Read our latest Investment Talks to learn how France’s modest growth recovery, easing inflation in 2027, and the critical 2027 budget debate could shape fiscal sustainability and keep French government bonds volatile yet still attractive for long-term 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