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Reforms And Reflation Unlocking Japanese Equity Upside

This note examines Japanese Equity, assessing reforms, fiscal reflation and corporate reforms that could unlock upside, with implications for earnings, sector positioning and tactical allocation into 2026.

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Playback Webinar | Implications of US-Israel strikes on Iran

This webinar playback assesses the Implications Of US-Israel Strikes On Iran, outlines scenarios for energy prices and inflation, and examines regional and cross-asset ramifications. 📊

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Oil and Gas Back in Focus

The Iran conflict lifted oil and gas prices, raising inflation and growth risks—especially for energy importers. Without major Strait of Hormuz disruption, the shock should remain temporary.

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Amundi World Investment Forum – Discover the themes shaping this year’s event

Amundi World Investment Forum — Themes & speakers shaping 2026: geopolitics, tech, demographics and climate reshaping investment.

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Playback Webinar | How to navigate market volatility sparked by the Iran war?

Our experts explored likely economic outlooks and the implications for different asset classes in light of recent events in the Middle East and the resulting increase in market volatility.

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Asia Sustainable Finance Playbook

This note unpacks Asia’s Sustainable Finance Playbook, analysing regulatory reforms, taxonomies, transition finance and country spotlights to guide investors on opportunities and risks.

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Volatility And Resilience Rollercoaster

Market Volatility amid the Middle East crisis, the inflation and energy transmission channels, regional equity moves and pragmatic guidance on diversification to preserve portfolio resilience.

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Private Assets: Top 10 themes in 2026

Demand dynamics, liquidity solutions, AI and sectoral opportunities, private debt maturation, infrastructure and selective real estate plays to guide institutional allocations.

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Euro Credit Market Views € - March 2026

This note examines Credit Spreads, primary market issuance, IG and HY performance, and the impact of energy and inflation on spreads; it provides tactical guidance for institutional credit allocations in March 2026.

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Key themes to watch for private markets investors

Our experts explored likely economic outlooks and the implications for different asset classes in light of recent events in the Middle East and the resulting increase in market volatility.

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