Latest Market Insights | Amundi HK Retail

Latest Market Insights

Our key convictions are explored through three different document types:

• Monthly Market Views;
• Weekly Market Directions;
• Global Investment View Infographic.

Financial analyst analyzing market insights

Monthly Market Views: January

2026_01 _ Monthly Marketing Views - EN

Monthly Market Views: January

Interview with Monica Defend

4 themes driving markets: 

  • US consumption supported by high-income households.
  • Diverging inflation trends in the United States and the Eurozone.
  • Fed and ECB rate cuts, BoJ to hike rates in 2026.
  • Relations between major blocs.

Watch the full review with Monica Defend, Head of Amundi Investment Institute.

Weekly Market Directions: Week of 12 - 16 January 2026

US inflation down, but still above target

Key takeaways:
  • Productivity gains should help keep labour costs in check over the medium term.
  • The fallout from US tariffs has not yet fully shown up in inflation data; we are closely monitoring services inflation.
  • We expect the Fed to cut interest rates twice this year. Political pressures on the central bank may affect this view.

Weekly Market Directions: Week of 12 - 16 January 2026

Weekly market direction visual

Global Investment Views Infographic: December 2025

GIV December 2025

Global Investment Views Infographic: December 2025

A breather after buoyant markets

4 trends identified for the month ahead:
  • Valuations call for a global, diversified* stance in equities
  • Disinflation is boosting the appeal of European bonds
  • EM universe is full of idiosyncratic stories
  • Corporate credit offers scope for higher income

Amundi Investment Institute


The Amundi Investment Institute platform combines an explanation of what’s going on in the economy and markets with implications for investors. They produce a range of regular and ad-hoc publications tailored to a wide range of readers.

*Diversification does not guarantee a profit or protect against losses.

Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 08 May 2024. Diversification does not guarantee a profit or protect against a loss. The views expressed regarding market and economic trends are those of the author and not necessarily Amundi Asset Management S.A.S. and are subject to change at any time based on market and other conditions, and there can be no assurance that countries, markets or sectors will perform as expected. These views should not be relied upon as investment advice, a security recommendation, or as an indication of trading for any Amundi product. This material does not constitute an offer or solicitation to buy or sell any security, fund units or services. Investment involves risks, including market, political, liquidity and currency risks. Past performance is not a guarantee or indicative of future results. 

Date of first use: 1 July 2024

Marketing Communication