In this month's podcast, we take a longer view than usual, as we look at our market convictions and investment views for the next 12 months. Join our host, Swaha Pattanaik, for her regular catch up with Monica Defend, Head of Amundi Investment Institute, for a whistle-stop tour around the world and across asset classes to discover the key talking points from Amundi's 2026 Investment Outlook.
After a year of dramatic market moves, geopolitical events and economic developments, what should investors expect for 2026? We look at the central questions that are shaping our investment views and decision making. In particular, how much impact will AI have on market growth next year and what companies and sectors will be the likely winners? What's the growth and monetary policy outlook for the major global economies? How will threats to central bank independence play out in the markets and will investors continue to diversify away from US assets? We explore the diversification theme and some of the interesting stories for investors to follow in emerging and private markets and the energy transition, among others.
Concise, insightful and timely, this episode is essential listening for investors and asset allocators seeking a clear, expert take on cross‑market signals. Tune in for practical perspectives, investment views and the themes that will shape portfolios in the year ahead.
Topics covered: Investment outlook, market forecasts, policy making, investment views, asset allocation, economy, growth, GDP, markets, investors, inflation, interest rates, monetary policy, equities, gold, United States, Europe, Japan, central bank, AI, diversification,
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