17/03/2025 Economy & Markets The diverse economic impacts of artificial intelligence In this paper we extend our 2024 analysis by focusing on differentiating macroeconomic productivity gains enabled by AI across countries.
28/02/2024 Podcasts Outerblue Talks Research – The rise of AI: Will it increase ... Dive into the transformative impact of AI on finance with insights from leading economists at Amundi Investment Institute & CPR Asset Management. Explore...
25/01/2024 Economy & Markets Will Artificial Intelligence increase economic growth? Explore the potential of Artificial Intelligence (AI) on global industries for increased productivity, the complex landscape of AI adoption, and the short-term...
7/11/2022 Economy & Markets For the Fed, the impossible QT The Fed has started shrinking its balance sheet as part of its fight against elevated inflation.
7/05/2021 Equity SPACs: Beyond exuberance, back to reality SPACs (Special Purpose Acquisition Company) are companies created and listed on an exchange with the purpose of buying a growth company later.
26/04/2021 Economy & Markets Shifts & Narratives #2 - Inflation: something deep awakens 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....
6/02/2018 Capital Market Assumptions Asset Class Returns Forecasts - Q1 - 2018 The robust global economic growth experienced in 2017 is expected to continue into 2018, albeit with some notable exceptions such as UK.
1/07/2017 Retirement Pension Funds Letter 2 Investors on both sides of the Atlantic, having been preoccupied for several months, now have clarity on several fronts.
15/01/2012 Portfolio Allocation Is the Market Portfolio Efficient? A New Test of Mean-Varian... The market portfolio efficiency remains controversial.
15/01/2012 Portfolio Allocation Social responsibility and mean-variance portfolio selection This paper measures the trade-off between financial efficiency and SRI in the traditional mean-variance optimization