- Shifts & Narratives #2 - Inflation: something deep awakens
Shifts & Narratives #2 - Inflation: something deep awakens
Monday 26 April 2021
One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint. Cyclically, the crisis was already generating a combination of demand and supply shocks that could only increase short-term inflation volatility and sectoral fragmentation. Structurally, we saw its potential to accelerate policy and institutional changes that, adding to pre-existing factors, could at some point question the continuation of the 40-yearold ‘Volcker’ disinflationary trend, although the case was very open at that time...
Just published! Amundi 2020 Engagement Report
Amundi released its 2020 Engagement Report, outlining its continuous dialogue with companies and its willingness to push Responsible Investment issues forward in society. Engagement with issuers is key to fostering concrete changes and contribute effectively to the transition towards an inclusive and sustainable low carbon economy.
Cross Asset Investment Strategy - May 2021
Find the latest edition of the monthly publication of our Research Team.
Global Investment Views - May 2021
April started on a positive note for financial markets, after an exceptional first quarter, with divergent fortunes for equities and global bonds. Going forward, the progression of the recovery will likely be the key market driver, leading to greater divergences.