153 news articles are available
Cross Asset Investment Strategy - February 2019
Find the latest edition of the monthly publication of our Research Team.
Is Turkey really out of the woods?
After having narrowly escaped a balance of payments crisis last spring, there are questions surrounding the Turkish economy, not to mention the many (geo)political tensions.
Time to increase risk exposure: start with emerging markets and credit
"The market went too far, pricing in a recession. While we think risks are skewed to the downside, we have a more balanced view"
Amundi Doubles Down on Social Impact Investment Strategy
The firm's investment in the social and solidarity economy—companies that provide goods and services meeting the needs of a large number of communities—will reach €500 million by the end of 2021.
Global Investment Views - February 2019
CIO views: High conviction ideas from Amundi Global Investment Committee
Amundi Pension Funds Letter n°6
The recent financial market conditions, marked by increased volatility and cumulative rising rates in the US, clearly confirm the end-cycle momentum. Facing this uncertain and challenging environment, asset owners are progressively turning off the risk engine.
Investing in the Low-Carbon Economy
The Paris Agreement on climate change and the U.N.’s 17 Sustainable Development Goals, along with corporate and investor initiatives such as RE100, the U.N. Principles for Responsible Investment and the Portfolio Decarbonization Coalition (PDC), have galvanized governments and business alike.
The US government shutdown becomes the longest in history
The US Government shutdown started on December 22 2018 is currently the longest ever, with little evidence of end in sight. In recent US history, since 1976, there have been 21 shutdowns, lasting from 1 to 21. The longest so far took place under Clinton on Dec 15,1995.
The Alpha and Beta of ESG investing
With the rising awareness around ESG issues worldwide, institutional investors have started to massively look into responsible investment. The latter has grown substantially in Europe and in North America in the past 5 years.