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: March 2026

2026_03 - Monthly Market Views-EN

Monthly Market Views: March 2026

Interview with Monica Defend

4 themes driving markets:

  • The cycle keeps turning.
  • Diversifying* amid controlled disorder.
  • Think global in equities.
  • Policy may drive opportunities. 
     

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

Weekly Market Directions: Week of 23 - 27 February 2026

US earnings stay strong 

Key takeaways:
 
  • The US technology sector is leading earnings growth for Q4 but markets are no longer giving a free pass to these businesses.
  • Secondly, earnings growth is broadening and is no longer concentrated in a small number of technology firms.
  • Although the reporting season was positive, market concerns persist about AI-distruption and the monetization of AI-investment. 

Weekly Market Directions: Week of 23 - 27 February 2026

Weekly Market Directions 2 March

Global Investment Views: March 2026

Global Investment Views - March 2026  Keep it turning, faster

Global Investment Views: March 2026

Keep it turning, faster

 

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: February 2026

Commodity volatility amid the Fed’s new chair 

 

Find the latest edition of our monthly publication, exploring what's driving the recent commodity volatility with our outlook on gold, silver, copper and oil and what could a Warsh-led Fed mean for markets. 

Cross Asset Investment Strategy: February 2026

Cross-Asset-Investment-Feb 2026

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