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Strategic Autonomy And Investment Opportunities In Europe

This paper note explores Strategic Autonomy for Europe, policy measures, sector opportunities in defence, energy and critical materials, and implications for investors and portfolio allocations into 2026.

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US Earnings Strength And Sector Rotation

This paper examines US Earnings, showing continued 14% y/y blended growth, evidence of broadening beyond mega-cap tech into industrials and financials, the implications for sector rotation and equity positioning.

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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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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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Central Banks And Yields

How Middle East tensions are pushing bond yields higher and creating a central‑bank policy dilemma. We assess implications for inflation, rate expectations and regional asset allocation to guide investors.

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Middle East conflict affects investor sentiment

Geopolitical conflict is weighing on investor sentiment, market confidence and growth expectations. Read Amundi Research Center’s latest analysis.

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Diversification Strategies Post-Crisis

This Weekly Market Directions note analyses Diversification amid recent crises, assessing equity repricing, regional rotations (Europe, Japan, EM), and tactical steps for multi‑layered portfolio resilience.

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US-Iran Talks and Market Volatility

Amundi's Weekly Market Directions examines shifting war realities and markets, highlighting the impact of US-Iran talks on oil, equities and volatility, and the case for diversification across classes and regions.

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IMF Signals Resilience and Fragilities

The IMF outlook indicates that the global economy remains resilient, but higher energy costs, shifting supply chains and policy constraints are widening market dispersion across asset classes globally.

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Monetary Policy Remains on Hold

The energy shock is large enough to alter the policy backdrop, but not yet clear enough to justify an immediate rate cut or hike. Central banks, including the ECB, should act cautiously in this uncertain environment

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