Marie NAVARRE, Aurélie RENARD, Jérôme TENDEAU
the articles & research center news
Elsa BLOTIERE, Julien GROUILLET, Aurélie RENARD
Three tensions between society and the individual are at the origin of human rights: the individual’s desire to preserve his freedom, the search for equality, and the quest for brotherhood. After the second world war, the United Nations translated these rights into international texts.
Marie NAVARRE, Arnaud PEYTHIEU
Given the proliferation of environmental and social risks related to coal mining, is it possible to define good practices in sectors related to coal mining and combustion, or should one systematically exclude companies operating in these sectors (upstream in mines, downstream in electricity production)?
Since the beginning of the crisis, all eyes have been riveted alternately on the ECB or the Fed. Today we are suffering from exotropia, with investors focusing simultaneously on two obsessions: will Greece plunge into chaos, will the Fed tighten? Our view is that in fact the two issues are not all that divergent. In both cases we are buying time and in both cases the good news is that in a zero interest rate world flooded with liquidity buying time costs nothing or nearly nothing.
Romain BOSCHER, Melchior DECHELETTE, Eric HERMITTE, Gilbert KESKIN, Arnaud DU PLESSIS, Laurent TROTTIER, CFA
Marie BRIERE, Jonathan PEILLEX, Loredana URECHE-RANGAU
Climate change is now increasingly recognized as a major financial threat. Along with leading institutional investors and key partners, Amundi has developed simple dynamic investment strategies that allow long-term passive investors to hedge climate risk without sacrificing financial returns. FRR and AP4 have committed respectively up to €1bn on tracking the MSCI Low Carbon Leaders Indices, which Amundi contributed to design, and ERAFP is working with Amundi to decarbonize a €750MM equity portfolio.
Laurent TROTTIER, CFA, Alessandro RUSSO, CFA, Frédéric SAMAMA