430 news articles are available
Italy: ECB's umbrella to protect bond market, despite uncertain political situation
Political situation: On 13 January, Italia Viva – a minor coalition partner led by former Prime Minister Matteo Renzi – pulled out of the ruling coalition, leaving the government short of a majority in the Senate. However, we believe that snap elections are unlikely for now. In our view, the most likely scenarios are: Prime Minister Giuseppe Conte could seek to win a confidence vote, with support from parties both inside and outside the ruling majority and also unaffiliated lawmakers (Gruppo Misto); Conte could step down, triggering a new round of talks that could eventually lead to a new administration, headed by Conte himself or another Prime Minister, with support from the same alliance; or a caretaker administration could be appointed to manage the government until the next election.
How to capture the potential premium of companies on an improving ESG trajectory?
The “ESG Improvers”, is a new philosophy aiming to deliver additional Alpha by employing a dynamic approach to ESG with a forward looking perspective, seeking tomorrow’s ESG winners.
Responsible Investing and Stock Allocation
We analyze the portfolio choices of approximately 913,000 active participants in employee saving plans in France. Looking at the cross-section of equity exposure, we find that the inclusion of responsible equity options in the menu of available funds is associated with a 2.1% higher equity allocation by plan participants.
European insurers: the case for going global in the credit allocation
In the hunt for yield, some years ago European investors started to allocate part of their credit exposure to dollar assets. However, many then put a stop to this diversification due to high hedging costs. In the context of the Covid-19 outbreak, the Fed cut rates to post-Lehman lows. Consequently, euro and dollar interest rates converged significantly, reducing hedging costs and making a case for broadening the investment universe from a European to a global base more attractive.
BNY Mellon OMNI℠ and Amundi ALTO* power the investment lifecycle
A collaboration designed to provide a seamless front-to-back client experience with a streamlined approach to data integrations.
Cross Asset Investment Strategy - January 2021
Find the latest edition of the monthly publication of our Research Team.
ECB QE Monitor - January 2021
The Eurosystem started its QE in March 2015.
Welcome to LONVIA Capital in the ALTO* x CACEIS clients community!
As part of its common front-to-back offer with CACEIS, Amundi is delighted to announce that LONVIA Capital has chosen the ALTO* technology solution combined with operational services covering the entire asset management value chain for its three funds. Through this agreement, the LONVIA Capital teams benefit from the portfolio management platform ALTO*, available in SaaS mode1, and delegate to Amundi and CACEIS the management of the data repository, the execution of orders, middle office and back office operations.
A thin and last-minute Brexit deal should give temporary relief to UK assets
The deal: the core of the deal is a zero-tariff/zero-quota free trade agreement for goods, but trade will be affected by new non-tariff barriers such as customs checks and compliance procedures. The deal is lighter concerning trade in services, and in most services sectors providers will need to seek approval on a case-by-case basis with national authorities.