- Why now is the time for active management in US equities
Why now is the time for active management in US equities
Tuesday 27 April 2021
We believe now may be the best time in recent history to invest with an active approach in US equities. Passive indices outperformed active managers in recent years as US equity markets became more concentrated and dispersion declined: concentration in the five largest stocks in the S&P 500 had been increasing since 2013 and it peaked at 24% in 2020, when Alphabet, Amazon, Apple, Facebook and Microsoft benefited from a stay-athome environment in which people increasingly used technology to communicate, shop and work...
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.