- Amundi Pension Funds Letter n°5
Amundi Pension Funds Letter n°5
Monday 30 July 2018
Research / Market
Building the long-term alignment
After several decades driven by short-termism, we have observed since the Global Financial Crisis the rising of a “long-term awareness”, the perception that we are facing long-term challenges and that long-term investment needs are expending.
The world can today observe some preliminary impacts of long-term materialising challenges on the society and the planet, such as climate changes or demography dynamics, having investors rethink the valuation of stock prices to include long-term trends not yet captured by financial markets. In addition, while life expectancy is increasing all over the world, the investment horizons are expanding and liability duration is increasing.
Why investors should care about French “yellow vests” protest
The Gilets Jaunes (Yellow Vests) are a largely spontaneous protest movement that emerged in France, in October. With no declared political affiliation, they called for lower taxes and a higher level of social transfers and public services.
Award for the "Robust Asset Allocation for Robo-Advisors" paper
This Working Paper from the Amundi Research Team has been rewarded by the Savvy Investor Awards 2018 on the 2nd of November.
Rocky Road for the European Union: Pension Plans' Response
Once again, Amundi and Create-Research have partnered in the Annual European Pensions Survey to provide invaluable insight on what pension plans are thinking and how they are faring in today’s complex market environment.