Cross Asset Investment Strategy - May 2021
Must read articles
Monthly Cross Asset
3.05.2021
Cross Asset Investment Strategy - May 2021
Find the latest edition of our Research team's monthly publication
More > 10 minutes
Insights Paper
27.04.2021
Why now is the time for active management in US equities
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 y...
More > 10 minutes
Thematic Paper
26.04.2021
Shifts & Narratives #2 - Inflation: something deep awakens
18
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.
More > 10 minutes- 18
Working Paper
26.04.2021
Robo-Advising: Less AI and More XAI?
18
We start by considering some of the key reasons behind the academic and industry interest in robo-advisors. We discuss how robo-advice could potentially address...
More > 10 minutes- 18
Global Investment Views
21.04.2021
Global Investment Views - May 2021
39
April started on a positive note for financial markets, after an exceptional first quarter, with divergent fortunes for equities and global bonds. Going forward...
More > 10 minutes- 39
Report
19.04.2021
Emerging Market Green Bonds - Report 2020
54
The third edition of the “Emerging Market Green Bonds Report” highlights the key trends in and outlook for green bond market developments in emerging markets (E...
More > 10 minutes- 54
Insights Paper
13.04.2021
Temperature scores: an innovative tool for ESG fundamental investors
100
2021 will be a pivotal year to curb climate change.
More > 10 minutes- 100
Thematic Paper
9.04.2021
Shifts & Narratives #1 - Do not give up on fundamental valuations
99
Today, most investors are at a loss regarding what to think of the notion of value and valuations and, even most importantly, how to use it in portfolio constru...
More > 10 minutes- 99
ECB QE Monitor
9.04.2021
ECB QE Monitor - April 2021
81
The Eurosystem started its QE in March 2015
More 5 to 10 minutes- 81
Amundi on Twitter
1 hour 59 min
🇮🇹 #AssetAllocation | Nei mercati prevale la fiducia e ciò favorisce un contesto di propensione al rischio da giocare nei portafogli attraverso l’esplosione azionaria, ma attenzione all’euforia. Ne parla Matteo Germano ⤵️. https://t.co/s5IltuCems
5 hours
🎥 #MarketReview | In April, COVID-related news continued to be under the spotlight. While case growth has resurged in Germany and more widely in Emerging Markets, the vaccination progress supports market confidence. ➡ Monica Defend gives her analysis ⤵ https://t.co/qsxd9YqSMF
7 hours 31 min
📃 [Instit.Invest.] 💬 “In our central scenario, equities outperform on the back of abundant liquidity, improving fundamentals and accommodative monetary policy.” ➡ Discover our experts’ forecasts on market #scenarios and #risks for May 2021 ⤵ https://t.co/DfHSMuslL4
8 hours 31 min
🇮🇹 #Intervista | Ad Asset & The City Alessia Berardi, intervistata da Angela Antetomaso, parla di #mercatiemergenti, #covid, #vaccinazioni, #ripresa, #inflazione, #banchecentrali, #tassi, #dollaro e altro ancora. ➡ Replay disponibile a questo link ⤵ https://t.co/xcxfxV9xCS
10 hours
🔍 #ETF | ETFs have a key role to play in democratizing #ESG investing, redirecting capital for good, and empowering investors to have an impact. ➡ See insights from #ETF investors and Amundi by downloading this report from @ETF_Stream ⤵ https://t.co/cy0TLCkRR9
1 day 8 hours
📃 [Instit.Invest.] 💬 “Thanks to an extremely accommodative policy mix, the US economy should return to pre-pandemic levels by mid-year.” ➡ Discover our #MacroEconomic picture for May 2021 on developed and emerging countries in our #ResearchCenter ⤵ https://t.co/mLE7fS8uXh
2 days 2 hours
🇩🇪 #Marktausblick | Im letzten Jahr profitierte #China von dem Motto "first in, first out" und wird auch weiterhin ein globaler #Wachstumsmotor sein. Jetzt gilt es, die globale #Wirtschaftserholung zu stärken und Blasen zu vermeiden.⤵ ➡https://t.co/NWRraqN6iM #AssetManagement
3 days 9 hours
🇩🇪 #Märkte | US-Notenbankchef Powell bekräftigte den expansiven Fed-Kurs, der die Aktienmärkte in den letzten Monaten beflügelt hat. Die Einschätzung unserer Experten finden Sie in unserer wöchentlichen Finanzmarktanalyse: ⤵ ➡ https://t.co/WM6fiEgpAV
4 days 4 hours
🇨🇿 #Golf | Přesně za měsíc startuje letošní ročník prestižního dámského golfového turnaje #AmundiCzechLadiesChallenge. Srdečně zveme na turnaj 3.-5.6. 2021 do Golf&Spa Resort Konopiště a pevně věříme, že situace dovolí mít diváky přímo na místě. ⤵ https://t.co/KwVwBr0LRJ
1 week
📄#Tribune | 🗨 "6 years on from the Paris Agreement, we have the objective: limiting temperature rise to 1.5°C above pre-industrial averages, which means reach net-zero carbon emissions by 2050. But do we have the plan?" Read Jean-Jacques Barbéris' article for @OECD series https://t.co/Z0iD20DtCD
1620399691
🇮🇹 #AssetAllocation | Nei mercati prevale la fiducia e ciò favorisce un contesto di propensione al rischio da giocare nei portafogli attraverso l’esplosione azionaria, ma attenzione all’euforia. Ne parla Matteo Germano ⤵️. https://t.co/s5IltuCems
1620388831
🎥 #MarketReview | In April, COVID-related news continued to be under the spotlight. While case growth has resurged in Germany and more widely in Emerging Markets, the vaccination progress supports market confidence. ➡ Monica Defend gives her analysis ⤵ https://t.co/qsxd9YqSMF
1620379804
📃 [Instit.Invest.] 💬 “In our central scenario, equities outperform on the back of abundant liquidity, improving fundamentals and accommodative monetary policy.” ➡ Discover our experts’ forecasts on market #scenarios and #risks for May 2021 ⤵ https://t.co/DfHSMuslL4
1620376204
🇮🇹 #Intervista | Ad Asset & The City Alessia Berardi, intervistata da Angela Antetomaso, parla di #mercatiemergenti, #covid, #vaccinazioni, #ripresa, #inflazione, #banchecentrali, #tassi, #dollaro e altro ancora. ➡ Replay disponibile a questo link ⤵ https://t.co/xcxfxV9xCS
1620370846
🔍 #ETF | ETFs have a key role to play in democratizing #ESG investing, redirecting capital for good, and empowering investors to have an impact. ➡ See insights from #ETF investors and Amundi by downloading this report from @ETF_Stream ⤵ https://t.co/cy0TLCkRR9
1620291608
📃 [Instit.Invest.] 💬 “Thanks to an extremely accommodative policy mix, the US economy should return to pre-pandemic levels by mid-year.” ➡ Discover our #MacroEconomic picture for May 2021 on developed and emerging countries in our #ResearchCenter ⤵ https://t.co/mLE7fS8uXh
1620226859
🇩🇪 #Marktausblick | Im letzten Jahr profitierte #China von dem Motto "first in, first out" und wird auch weiterhin ein globaler #Wachstumsmotor sein. Jetzt gilt es, die globale #Wirtschaftserholung zu stärken und Blasen zu vermeiden.⤵ ➡https://t.co/NWRraqN6iM #AssetManagement
1620115220
🇩🇪 #Märkte | US-Notenbankchef Powell bekräftigte den expansiven Fed-Kurs, der die Aktienmärkte in den letzten Monaten beflügelt hat. Die Einschätzung unserer Experten finden Sie in unserer wöchentlichen Finanzmarktanalyse: ⤵ ➡ https://t.co/WM6fiEgpAV
1620044216
🇨🇿 #Golf | Přesně za měsíc startuje letošní ročník prestižního dámského golfového turnaje #AmundiCzechLadiesChallenge. Srdečně zveme na turnaj 3.-5.6. 2021 do Golf&Spa Resort Konopiště a pevně věříme, že situace dovolí mít diváky přímo na místě. ⤵ https://t.co/KwVwBr0LRJ
1619795517
📄#Tribune | 🗨 "6 years on from the Paris Agreement, we have the objective: limiting temperature rise to 1.5°C above pre-industrial averages, which means reach net-zero carbon emissions by 2050. But do we have the plan?" Read Jean-Jacques Barbéris' article for @OECD series https://t.co/Z0iD20DtCD
