This analysis maps the fallout from the Iran conflict across oil markets, inflation and financial assets. We assess temporary vs persistent scenarios, likely central‑bank reactions and practical portfolio actions.
Demand dynamics, liquidity solutions, AI and sectoral opportunities, private debt maturation, infrastructure and selective real estate plays to guide institutional allocations.
The 2026 Outlook marks a transition, an innovation led era driven by AI investment and strategic industrial policies.
Accompany the transition to a more sustainable, inclusive & low-carbon economy through our active dialogue with companies and voting at shareholder meetings.
Since 2008 Amundi has partnered with a major Asian pension fund, supporting its UN PRI commitment & launching its first ESG equity fund in 2023 with tailored solutions, strong ESG expertise & sustained collaboration
Amundi World Investment Forum — Themes & speakers shaping 2026: geopolitics, tech, demographics and climate reshaping investment.
Since our creation in 2010, Responsible Investment has been part of our DNA.
Now more than ever, we are committed to supporting you navigate the world of responsible investment by leveraging on our long-standing experience as a Responsible Investor.
Invest wisely and responsibly with us.
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Top 3 Worldwide for Environmental and Social Voting1
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Around €2,4 trillion of AUM2
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1. Source: “Voting Matters 2024” report by the British association ShareAction
2. Amundi data as at 31/12/2025
