From recovery to resiliency: the promise of EM sustainable ...
Must read articles
Monthly Cross Asset
2.11.2021
Can stablecoins bring major disruption to the financial system?
More directly than other types of cryptocurrencies, the rapidly growing stablecoins may soon bring new opportunities and risks to payments and finance.
More 5 to 10 minutes
Monthly Cross Asset
2.11.2021
Q3 2021: From a recovery phase to an inflationary late cycle
A second derivative stagflationary environment of decelerating growth amid sustained inflationary pressures. The fiscal lever continues to play a pivotal role.
More 5 to 10 minutes
Monthly Cross Asset
2.11.2021
2022 EGB supply vs ECB QE
We expect a further slowing of growth in Eurozone public debt in 2022, mirroring the 2021 trend vs. 2020 which saw a peak in net issuance, while EU bond supply is likely to remain close to the 2021 level.
More 5 to 10 minutes
Monthly Cross Asset
29.10.2021
Cross Asset Investment Strategy - November 2021
Find the latest edition of our Research team's monthly publication.
More > 10 minutes
Global Investment Views
27.10.2021
Global Investment Views - November 2021
Like it or not, the alignment of the planets regarding inflation will last for a while.
More > 10 minutes
Investment Talks
25.10.2021
Evergrande and its spill-over effects: ongoing adjustments, but inflection point may be close
Evergrande crisis: Despite Evergrande paid the coupon due on September 23, just one day before the 30-day grace period deadline, the company's crisis is still unresolved.
More 5 to 10 minutes
Working Paper
20.10.2021
The Recent Performance of ESG Investing, the Covid-19 Catalyst and the Biden Effect
The purpose of this paper is to appraise recent ESG trends in global equity markets. It contributes to a broader research project started at Amundi in 2014 on the relevance of ESG.
More > 10 minutes
Thematic Paper
20.10.2021
ESG Thema #4 - Investing in the Circular Economy: Closing the loop
Circular Economy can be defined as an economic system of trade and production which, at all stages of the product lifecycle, aims to increase the efficiency of resource use and reduce environmental impact while developing the well-being of individuals.
More > 10 minutes
Thematic Paper
15.10.2021
Shifts & Narratives #10 - China is finally emerging from the US’s shadow
Today, with developed market equities highly correlated and bond yields remaining subdued, investors are searching for other sources of income. In this respect, China’s assets could prove to be a useful diversifier for global portfolios, as they are likely to become increasingly independent from US ones.
More > 10 minutesAmundi on Twitter
3 hours 11 min
🇮🇹 [#InvestmentOutlook] #Inflazione, #tapering, tensioni geopolitiche, #transizioneenergetica, sono alcuni degli elementi considerati nell'#outlook per il 2022 presentato alla stampa dai nostri esperti. ➡ Scopri di più ⤵ https://t.co/WbLeV7h1iu
5 hours 22 min
🇩🇪 #Nachhaltigkeit | Das Verständnis dafür, warum wir von einem linearen Wirtschaftsmodell zur #Kreislaufwirtschaft, übergehen müssen, ist der Schlüssel für unsere Zukunft. Anleger können sich an dieser Entwicklung auf vielfältige Weise beteiligen. ⬇ https://t.co/fCS2Ye8mMF
1 day 5 hours
🇮🇹 [#OperatoriProfessionali] 📌Il 2 dicembre alle 10:15 non perdere l'appuntamento, in diretta streaming con i nostri esperti, dedicato alle previsioni macroeconomiche per il 2022. 👉 Le registrazioni sono aperte: https://t.co/73oBQnrety
2 days
🇮🇹 [#Intervista] Come impostare i portafogli bilanciati in un contesto di #inflazione e di decelerazione della #crescita? Enrico Bovalini illustra il suo approccio di #investimento improntato ai fondamentali e alla gestione della volatilità ⤵️ https://t.co/t3GuJZ8zFo #multiasset
2 days 1 hour
🎙 #Interview | Pascal Blanqué was yesterday the guest of @annaedwardsnews on @Bloomberg to deliver his analysis of the effect on market action following Jerome Powell's reappointment and to warn against a tech bubble. ➡ To watch the replay ⤵ https://t.co/abuZ9IGWll
2 days 4 hours
🇩🇪 #ESG | Nachhaltige Innovationen fördern, zum gesellschaftlichen Wandel beitragen, in die Energiewende investieren... Wir bei Amundi sind überzeugt, dass Ihre Geldanlage etwas bewirken kann. ➡ Entdecken Sie, wie ⤵ https://t.co/yp43IMoA2S
2 days 22 hours
🏆 #Awards | We are delighted to announce that Amundi has won the “Innovation Award” at the 2021 Irish Pension Awards. A prize which rewards our customized and innovative solutions for our clients across all industry segments. ⤵ https://t.co/gP1Z4k7GBu
3 days 2 hours
🇮🇹 #Inflazione | I #prezzi salgono e l'inflazione torna a fare paura. Eppure, non tutta l'inflazione è uguale. La metafora delle stagioni, di Pascal Blanqué e Eric Mijot, aiuta a comprendere le ricadute su #economia e #investimenti. 👉 Leggi l'articolo ⤵️ https://t.co/Bniy0oKAhH
3 days 4 hours
🗞 #Press | Speaking at Amundi’s 2022 Outlook Global Press Conference, Group CIO Pascal Blanqué discussed how a new financial regime has started, characterised by 1970s-style stagflationary features. Find out more in the latest article by @BusinessTimes⤵ https://t.co/VuLGphK9t9
3 days 6 hours
🇩🇪 #Märkte | Die Aktienmärkte stabilisieren sich zum Ende der Berichtssaison. Außerdem: Die Wirtschaft in #China zeigt wieder ein schwaches Lebenszeichen. Mehr Infos in der wöchentlichen Amundi Finanzmarktanalyse:⤵ ➡https://t.co/WZ7llfH3JH
1637925074
🇮🇹 [#InvestmentOutlook] #Inflazione, #tapering, tensioni geopolitiche, #transizioneenergetica, sono alcuni degli elementi considerati nell'#outlook per il 2022 presentato alla stampa dai nostri esperti. ➡ Scopri di più ⤵ https://t.co/WbLeV7h1iu
1637917206
🇩🇪 #Nachhaltigkeit | Das Verständnis dafür, warum wir von einem linearen Wirtschaftsmodell zur #Kreislaufwirtschaft, übergehen müssen, ist der Schlüssel für unsere Zukunft. Anleger können sich an dieser Entwicklung auf vielfältige Weise beteiligen. ⬇ https://t.co/fCS2Ye8mMF
1637830820
🇮🇹 [#OperatoriProfessionali] 📌Il 2 dicembre alle 10:15 non perdere l'appuntamento, in diretta streaming con i nostri esperti, dedicato alle previsioni macroeconomiche per il 2022. 👉 Le registrazioni sono aperte: https://t.co/73oBQnrety
1637762431
🇮🇹 [#Intervista] Come impostare i portafogli bilanciati in un contesto di #inflazione e di decelerazione della #crescita? Enrico Bovalini illustra il suo approccio di #investimento improntato ai fondamentali e alla gestione della volatilità ⤵️ https://t.co/t3GuJZ8zFo #multiasset
1637758814
🎙 #Interview | Pascal Blanqué was yesterday the guest of @annaedwardsnews on @Bloomberg to deliver his analysis of the effect on market action following Jerome Powell's reappointment and to warn against a tech bubble. ➡ To watch the replay ⤵ https://t.co/abuZ9IGWll
1637746211
🇩🇪 #ESG | Nachhaltige Innovationen fördern, zum gesellschaftlichen Wandel beitragen, in die Energiewende investieren... Wir bei Amundi sind überzeugt, dass Ihre Geldanlage etwas bewirken kann. ➡ Entdecken Sie, wie ⤵ https://t.co/yp43IMoA2S
1637681404
🏆 #Awards | We are delighted to announce that Amundi has won the “Innovation Award” at the 2021 Irish Pension Awards. A prize which rewards our customized and innovative solutions for our clients across all industry segments. ⤵ https://t.co/gP1Z4k7GBu
1637666604
🇮🇹 #Inflazione | I #prezzi salgono e l'inflazione torna a fare paura. Eppure, non tutta l'inflazione è uguale. La metafora delle stagioni, di Pascal Blanqué e Eric Mijot, aiuta a comprendere le ricadute su #economia e #investimenti. 👉 Leggi l'articolo ⤵️ https://t.co/Bniy0oKAhH
1637661608
🗞 #Press | Speaking at Amundi’s 2022 Outlook Global Press Conference, Group CIO Pascal Blanqué discussed how a new financial regime has started, characterised by 1970s-style stagflationary features. Find out more in the latest article by @BusinessTimes⤵ https://t.co/VuLGphK9t9
1637654416
🇩🇪 #Märkte | Die Aktienmärkte stabilisieren sich zum Ende der Berichtssaison. Außerdem: Die Wirtschaft in #China zeigt wieder ein schwaches Lebenszeichen. Mehr Infos in der wöchentlichen Amundi Finanzmarktanalyse:⤵ ➡https://t.co/WZ7llfH3JH
