25/04/2024 Investment Insights Optimal decumulation strategies for retirement solutions A new decumulation strategy, the “Success Rate Optimiser”, sets out income needs in advance and uses a dynamic asset allocation approach.
16/04/2024 Portfolio Strategy Gold: “Things are now in motion that cannot be undone…” Gold has surged by around +30% since autumn 2023, with peaks that were not easily tied to specific events. Various factors have contributed to this rise,...
27/03/2024 Emerging Markets Unveiling the value of EM debt The current landscape presents an opportune moment to reconsider the role of Emerging Markets Debt in portfolio allocation, with high nominal yields and...
6/03/2024 ESG Thema ESG Thema #15 - Measuring the Biodiversity Footprints of Investments: An Assessment of the Metrics Discover how biodiversity impacts financial risks for companies. Learn about emerging standards like TNFD & GRI Biodiversity. Explore MSA as a key metric...
5/03/2024 Economy & Markets Can the US sustain a rising debt burden? Dive deep into the intricacies of the burgeoning US debt crisis and its profound implications for the finance sector. Explore nuanced fiscal adjustment...
20/02/2024 Investment Insights Five insights on institutional investors’ approach to Responsible Investments Gain valuable insights into responsible finance investing. Discover effective strategies, navigate complex regulations, and understand their profound...
20/02/2024 Economy & Markets Credit markets in focus in 2024 Discover investment opportunities in the resilient credit markets of 2024, with attractive valuations in Eurozone investment grade credit and promising...
25/01/2024 Economy & Markets Will Artificial Intelligence increase economic growth? Explore the transformative impact of Artificial Intelligence (AI) on global industries, from generative AI to labour dynamics. Uncover the potential for...
22/01/2024 Economy & Markets China’s pivot: steering through turbulence to sustainability We assess the long-term economic path for the China economy and how 2024 slowdown fits within this picture. From an investment standpoint, the shift toward...
13/12/2023 ESG Thema ESG Thema – Special COP28: Main outcomes and implications for investors Great attention was given to COP28: it was the most attended COP in history, notably due to the significant acceleration we observe in private sector...
13/12/2023 Investment Insights Integrating biodiversity into portfolios: a bespoke framework Discover how our bespoke ESG rating process empower your investments integrating biodiversity considerations. We prioritize strong issuers aligned with...
28/11/2023 Research Exploring perceptions of equal opportunity New study conducted by OECD with the support of Amundi reveals what matters more for the population in the fight for equal opportunity.
21/11/2023 Research Biodiversity: It’s Time to Protect Our Only Home - N°6 Chemicals & Pharmaceuticals sectors This paper is the concluding section of a thematic paper series on biodiversity, resulting from the discussions we had during meetings dedicated to biodiversity...
15/11/2023 ESG Thema ESG Thema #14 - Navigating the Net Zero landscape: a toolbox for investors Existing solutions offer a wide range of opportunities for investors to align their portfolios with a Net Zero emissions scenario.
17/10/2023 Economy & Markets Central banks’ endgame: a new policy paradigm Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape....