Amundi – Investment Outlook, 2026

The main theme of the report is investment forecasts and strategies for the year 2026, with an emphasis on the need for diversification and adaptation to new economic conditions.

Key findings include the necessity of diversifying investor portfolios to mitigate risks and seize opportunities, especially in emerging markets and European assets. The economy is adapting to a new regime of 'controlled disorder,' where technological transformations and fiscal stimuli play a key role. Europe is on a path of transformation, focusing on reforms and investments in defense and industrial policy, opening up new investment opportunities.