During the 19th November webinar, Vincent Mortier, Group Chief Investment Officer, and Monica Defend, Head of Amundi Investment Institute & Chief Strategist, shared insights on Amundi’s 2026 Global Investment Outlook.

Our experts, moderated by Swaha Pattanaik, Head of Publishing and Digital Strategy, explored how far global markets could sustain their momentum over next year—from macro trends and sector shifts to technology, fiscal policy, and regional growth signals—and the factors that keep markets turning.

Key Convictions:

  1. The cycle keeps turning: a transition, not a downturn 

  2. Diversifying in an era of controlled disorder 

  3. Equities: think global and look for sectors beyond the tech race 

  4. The monetary fiscal interplay will drive fixed income opportunities 

  5. Emerging Markets and Europe — two different engines of long-term opportunity 

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