07/24/2024
Signs of rotation emerge in equities
Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.
Income Generation with Equity-Linked Notes
Thursday 18 May 2023
Investment Talks
Income Generation with Equity-Linked Notes
May 2023 | By incorporating both a fixed income and equity component, equity-linked notes (ELNs) can allow investors to benefit from higher interest rates while also participating in equity market performance. Learn why ELNs can be attractive investments in today’s economic environment.
01 | Investors considering opportunities for capital appreciation and income generation may wish to consider adding equity-linked notes (ELNs) to their portfolios.
02 | By providing regular coupon payments and offering flexibility relating to the underlying shares, we believe ELNs can be attractive to a range of investors.
03 | Learn more about the potential opportunities and risks involved with investing in ELNs.
Important Information
Unless otherwise stated, all information contained in this document is from Amundi Asset Management US (Amundi US) and is as of May 18, 2023. Diversification does not guarantee a profit or protect against a loss. The views expressed regarding market and economic trends are those of the author and not necessarily Amundi US and are subject to change at any time based on market and other conditions, and there can be no assurance that countries, markets or sectors will perform as expected. These views should not be relied upon as investment advice, a security recommendation, or as an indication of trading for any Amundi product. This material does not constitute an offer or solicitation to buy or sell any security, fund units or services. Investment involves risks, including market, political, liquidity and currency risks. Past performance is not a guarantee or indicative of future results. Amundi Asset Management US is the US business of the Amundi Asset Management group of companies.
Other news
07/15/2024
Investment Talks
US High Yield Market Outlook & Positioning
Second-quarter returns were positive but uncompelling as not offering a premium to cash. Several of the economic indicators we monitor are indicating softer growth may lie ahead. Although we identify multiple positive factors for high yield, valuations are challenging. With spreads tight and the economy likely to slow, we are positioning portfolios defensively in anticipation of spread widening.
06/03/2024
Investment Talks
Capturing the Momentum of a Narrowing Earnings Gap
Since early 2023, a handful of the market's top stocks, including the Magnificent Seven, have surged in earnings and valuation, and have dominated returns. Underneath the surface of today's concentrated, crowded market, sharp earnings recoveries may soon play out and structural changes may occur in many industries, creating new winning and losing stocks. Separating the potential winners from the rest of the market will be key to portfolio success over the next year, and beyond. With so much uncertainty and variability across industries and companies, we believe active management is essential to capturing the momentum of a changing market.