- Amundi Explains
Welcome to Amundi Explains
In this series, we want to guide you through a variety of investment topics as well as help you discover new market opportunities. We have gathered our experts from around the world to give their insights, commentary, and ideas to help you make informed investment decisions.
Discover why Graham Fox, Head of Retail Distribution Ireland, believes that investing in a better tomorrow is just as important as investing for our future.
Amundi accepts no liability whatsoever, whether direct or indirect, that may arise from the use of the information contained in this material. Amundi can in no way be held responsible for any decision or investment made on the basis of information contained in this material. This document is issued by Amundi and unless otherwise stated, all views expressed are those of Amundi as at the date of publication. These views are subject to change at any time without notice based on market and other conditions and there can be no assurances that countries, markets or sectors will perform as expected. This material is provided to professional clients only, including financial intermediaries, and is not intended for the public. This material is for information purposes only, is not a recommendation, financial analysis or advice, and does not constitute a solicitation, invitation, or offer to purchase or sell any security or services.
The New Silk Road routes: Why investors should care
Unprecedented times. The global outbreak of Covid-19 has brought the world and its economy to a standstill, highlighting the importance of sustainable and resilient infrastructure (healthcare, water, power, telecommunications). Countries with fragile infrastructure have less capacity to handle crises, so they will need to increase their infrastructure investments. This is especially crucial in the context of health security and rapid urbanisation.
EU agreement: a powerful answer that can lift further EU assets and ESG investing
The agreement reached among EU leaders at the end of the longest European Council in history regarding a comprehensive package worth €1,824bn – including the Multiannual Financial Framework (MFF) and the Next Generation EU (NGEU) instrument – is a significant achievement and a net positive in the short term for EU assets.
The day after #9 - Covid-19 crisis, a catalyst for change and strengthening the EU
The Conference on the Future of Europe, planned earlier this year, will probably open in September in a very different context than initially expected. Who will chair it and whether a new treaty for the union will be on the agenda remains unclear, but the need to address repositioning Europe post the Covid-19 pandemic is clear. Indeed, the EU is suffering from a risk of fragmentation along several lines that could deeply undermine its ability to deal with the challenges to be seen in the next decade. The asset purchase programs (APP) of the European Central Bank, the emergency package via the ESM, and now the European Commission (EC) proposal ‘Next Generation EU’ are powerful tools to address these risks.