Introductory Remarks

Valérie Baudson, Chief Executive Officer, Amundi

Laying a Path Forward on Unsettled Ground

The first six months of Trump's presidency have toppled longstanding geopolitical assumptions and precipitated economic effects. How have these changes reshaped international relations and what do they imply for global investment?
Antony J. Blinken, 71st United States Secretary of State

Securing Sovereignty and Growth for Europe

As the world's second largest economy, Europe is forging a path toward strategic autonomy to engage on an equal economic footing with other global powers. What concrete steps can Europe take to ensure a prosperous future while enhancing its self-sufficiency and resilience in the global market?
Enrico Letta, President of the Institute Jacques Delors, Prime Minister of Italy (2013-2014), Member of the European Parliament (2004-2009)
Cecilia Malmström, European Commissioner for Trade (2014-2019), European Commissioner for Home Affairs (2010-2014), Senior Fellow at the Peterson Institute for International Economics (PIIE)
Anders Fogh Rasmussen, NATO Secretary General (2009-2014), Prime Minister of Denmark (2001-2009), Founder and Chairman, Alliance of Democracies Foundation

Consequences for Investors with Amundi Experts

Vincent Mortier, Group Chief Investment Officer, Amundi - Philippe d’Orgeval, Deputy Group Chief Investment Officer, Amundi - Monica Defend, Head of Amundi Investment Institute

• GEOPOLITICS
What’s cooking? Near and long-term implications of structural shifts for investors
• EQUITY INVESTING
The New Wave: who wins in equity market rotations?
• PHYSICAL AND TRANSITION RISKS
Facing up to acute climate risk: linking climate scenarios and financial modelling

Common Problems, Individual Solutions? Current Challenges for Growth Markets

Growth markets are experiencing challenging geopolitical shifts and macroeconomic trends that affect their energy transition financing needs, regionalisation outcomes and social dynamics. How can these countries capitalise on new developments to enhance their global standing?
Bruno Funchal, Chief Executive Officer, Bradesco Asset Management
Jane Sun, Chief Executive Officer, Trip.com Group

India: Bridging Geopolitics and Growth

Because its growing economic pull makes it a critical player in a multipolar world, India's geopolitical stance, macroeconomic growth factors, energy transition strategies, and social dynamics are closely scrutinised. How does this provide opportunities for investors with an ear to the ground?
Challa Sreenivasulu Setty, Chairman, State Bank of India
Olivier Mariée, Head of International Partner Networks and Joint Ventures Division, Amundi

Consequences for Investors with Amundi Experts

Alessia Berardi, Head of Emerging Market, Macro & Strategy Research, Amundi - Francesco Sandrini, Head of Multi-Asset Strategies, Amundi

Practices, Policies & Potential – Implementing the Energy Transition

As geopolitics play out in energy markets, climate risks are materialising worldwide. what are the implications for the real economy, notably infrastructure financing and new green technologies?
Emily Chew, Head of Sustainability, GIC
Greg Jackson, Founder and Chief Executive Officer, Octopus Energy Group
Helena Viñes Fiestas, Commissioner at the Spanish Financial Markets Authority (CNMV), Chair of the EU Platform on Sustainable Finance and Co-Chair of the Taskforce on Net Zero Policy
Jean-Jacques Barbéris, Head of Institutional and Corporate Clients Division and ESG, Amundi

Consequences for Investors with Amundi Experts

Dominique Carrel-Billiard, Head of Alternatives and Real Assets, Amundi - Elodie Laugel, Chief Responsible Investment Officer, Amundi - Amaury D’Orsay, Head of Fixed Income and Money Markets, Amundi

Power and Prosperity: Rethinking Governance?

The relationships between institutions, governance, and political stability are fundamental in shaping long-term development trajectories. What current trends are most likely to affect these dynamics and how?
James A. Robinson, 2024 Nobel Prize Winner in Economics, Famed Economist and Political Scientist, Co-author of Why Nations Fail

The Widening Gyre: Energy Needs in a Changing World

As geopolitics play out in energy markets, the needs of the real economy are only growing. Which avenues are most promising for providing the energy needed today, tomorrow and beyond?
Dr Fatih Birol, Executive Director, International Energy Agency (IEA)

Funding a Fulfilling Retirement for All

As populations around the world are living longer, pension policy is increasing, becoming a critical issue. How can governments and individuals design new solutions to ensure better outcomes in retirement?
Dan Mikulskis, Chief Investment Officer, People’s Partnership
Sunny Quek, Global Head of Consumer Financial Services, Oversea - Chinese Banking Corporation (OCBC Group)
Martin Merlin, Director of Financial Markets (FISMA-C), Director General for Financial Stability, Financial Services and Capital Markets Union (FISMA), European Commission

Designing New Models for Individual Savings

Distribution models are evolving alongside new financial wellness tools. What does the new digital model look like and how are market leaders implementing successful strategies and avoiding potential pitfalls?
Christian Hecker, Chief Executive Officer, Trade Republic
Belén Martín Sanz , Head of CaixaBank Private Banking
Yana Shrebenkova , Chief Executive Officer, Revolut Trading UK
Gregory Van, Chief Executive Officer, Endowus
Fannie Wurtz, Head of Distribution & Wealth Division, ETFs & Index business lines, Chair of Asia, Amundi

Consequences for Investors with Amundi Experts

Benoit Tassou, Head of French Partners Networks, Employee Saving & Retirement, Structured Solutions platform, Amundi - Benoit Sorel, Head of ETF and Indexing Business line, Amundi - John O’Toole, Head of Multi-Asset Solutions, Amundi

Technology: Supercharging Work, Rewriting Society

AI is optimising productivity today, but what happens when it takes over human decision-making? This raises important questions about AI’s evolving role in our lives, our work and our future.
Samantha Ricciardi, Chief Executive Officer, Santander Asset Management
Ulrich “Uli” Homann, Corporate Vice President & Distinguished Architect, Cloud + AI business, Microsoft
Meagen Burnett, Group Chief Financial Officer, Schroders
Benjamin Lucas, Chief Executive Officer, Amundi Technology

Consequences for Investors with Amundi Experts

Guillaume Lesage, Chief Operating Officer, Amundi - Barry Glavin, Chief Investment Officer, Equities, Amundi

Closing Remarks