29/10/2019 Economy & Markets Buybacks - A multi-perspective review and thoughts on best p... Buybacks - A multi-perspective review and thoughts on best practices for company buyback policies
1/07/2019 Portfolio Strategy Emerging Markets: Vulnerability and contagion risks... Fragi... This article is aimed at analysing contagion within the emerging world in the past decades
1/07/2019 Portfolio Strategy How to differenciate emerging countries? New approaches for ... Once accepted the idea that the emerging world may behave like a block in period of crises (as the group of advanced countries also does), one must wonder...
2/05/2019 Geopolitics Who will lead the World Economy? When we talk about leadership, we also talk about rivalry… and 2018 was undoubtedly a particularly emblematic year of rivalry, especially between the...
30/04/2019 Economy & Markets Is inflation definitely dead or simply dormant? Consequences... In history, there have been periods when it was dormant, but revivals have always been painful. What is striking at present is the inability of some countries...
28/11/2018 Geopolitics Global Trade War: Where Do we Stand Now? What Impacts? A few days before the important meeting between U.S. President Donald Trump and Chinese leader Xi Jinping, it is important to have a clear view on the...
2/08/2018 Economy & Markets Where will the next financial crisis come from? Are we ready... The world is not yet completely out of the 2007-2008 financial crisis, but the risk of a new crisis already arises.
17/07/2018 Research The living wage: towards better industry practices The concept of living wage goes back to the early twentieth century, with the creation of the International Labour Organization (ILO) in 1919.
29/03/2018 Investment Insights Aggressive tax optimisation: what is the best ESG approach? Amundi is Europe’s largest asset manager by assets under management, totaling 1.4 trillion euros, and ranks in the top 10 worldwide.
28/03/2018 Portfolio Strategy Setting objectives for your asset allocation The objective of this paper is to describe how an investor can define a target return, split between that of Strategic Asset Allocation (SAA) and excess...
16/03/2018 Investment Insights Shareholder Activism: Why Should Investors Care? Institutional investors have large and diversified portfolios with substantial company ownership and strong incentives to monitor and influence the firm’s...
4/01/2018 Portfolio Strategy Keep Up The Momentum The momentum risk premium is one of the most important alternative risk premia alongside the carry risk premium. However, it appears that it is not always...
21/12/2017 Portfolio Strategy Megatrends and disruptions Consequences for Asset Management The asset management industry has to face three different types of challenges.