Our capital market assumption forecasts look more closely at the themes that shape the financial market landscape and aim to help steer investors over the medium to long-term. This year the publication considers how climate delays and productivity gains from artificial intelligence are likely to drive a reordering of asset class profiles and the role played by geopolitical tensions.

Swaha Pattanaik catches up with Monica Defend, Head of Amundi Investment Institute and John O’Toole, Head of Multi Asset Investment Solutions, to find out what’s changed in the assumptions since last year and how these feed into the return forecasts. They discuss our base scenario for energy transition and the impacts of artificial intelligence and how all these complex elements might influence GDP, inflation and asset class returns.

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