Amundi

Amundi, the European asset manager, has released its market outlook for the second half of the year, positioning European and emerging market assets as attractive opportunities. The firm maintains a moderately positive view despite a fragile geopolitical backdrop, citing widespread artificial intelligence adoption as a key factor. The company expects inflation pressures to persist for another two to three months.

Amundi’s CIO solutions head John O’Toole outlines the firm’s risk diversification approach, highlighting opportunities in high-yielding commodity currencies and continued exposure to gold as investment strategies respond to Middle East geopolitical risks and equity market dynamics driven by artificial intelligence.