Invitation | Going the distance: market perspectives beyond summer

Thursday, 3rd September 2026

09:00 am BST | 10:00 am CEST | 05:00 pm HKT

As we head into the final stretch of 2026, critical questions are reshaping investor strategy. While equity and fixed income volatility has remained contained, the real story lies elsewhere: the evolving Middle East situation, the trajectory of inflation and central bank policy divergence, the implications of the US midterm elections and the perspective of the AI capex cycle.

September marks a pivotal moment to recalibrate positioning and stress-test portfolios against these key themes.

Join us on Thursday, 3 September 2026, where Vincent Mortier, Group Chief Investment Officer, and Monica Defend, Head of Investment Institute & Chief Strategist, moderated by Swaha Pattanaik, Head of Publishing and Digital Strategy at Amundi Investment Institute, will examine the major developments shaping 2026 and explore the scenarios most likely to define global markets through year end.

Speakers

Vincent Mortier

Group Chief Investment Officer, Amundi

Monica Defend

Head of Amundi Investment Institute & Chief Strategist

Swaha Pattanaik

Head of Publishing and Digital Strategy, Amundi Investment Institute

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