Economy & Markets Monthly Market Views October 2026

Discover with Monica Defend the Monthly Market Views for October 2026

We see 4 key themes driving markets in the weeks to come:

  • Inflation is being driven by multiple factors
  • Central banks on diverging paths
  • AI spending must translate into sustainable earnings
  • Broaden equity exposure across regions.

 

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

In focus

2026 3rd quarter results and first 9 months

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Amundi highlights the role of private assets in financing the real economy

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Amundi broadens its thematic ETF offering in AI and future technology

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