23/10/2024 Economy & Markets 2024 US elections: macro, geopolitical, and investment persp... This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...
9/10/2024 ESG Thema ESG Thema #18 - When extreme becomes the new normal: how to ... Learn more on why climate physical risks should be incorporated into investment decisions and how the adaptation finance gap could be addressed
3/09/2024 ESG Thema ESG Thema #17 - Investing in gender equality: Momentum is gr... Discover more on gender diversity and how to take advantage of the growing momentum on gender-smart investing.
24/07/2024 Equity The Artificial Intelligence revolution: sector perspectives Explore how the AI revolution is transforming industries. Understand which sectors will thrive and gain a competitive edge by investing in AI technologies.
27/06/2024 Portfolio Strategy How can human-robot interactions benefit financial decision-... Explore how human-robot interactions enhance decision-making by combining human intuition with robotic precision, improving behavior and risk-adjusted...
26/06/2024 ESG Thema ESG Thema #16 - Investing in India’s energy future: a just t... Learn more about India’s energy transition landscape and the related challenges and opportunities.
11/06/2024 Economy & Markets Will Productivity turn global growth around? Analysing the causes and effects of the secular decline in productivity growth, and the impact of Artificial Intelligence.
10/06/2024 Real & Alternative Assets A core allocation to CTAs might be as wise as going tactical This paper reviews the pros and cons of several allocation methods to CTAs.
6/06/2024 Economy & Markets Biden vs Trump: high stakes in US elections This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections.
10/05/2024 Real & Alternative Assets Real and alternative assets in focus in the strategic asset ... Real and alternative assets can help enhance portfolio risk-adjusted returns. Investors could consider a building block dedicated to these assets.
6/05/2024 Real & Alternative Assets Hedge Fund Outlook H2 2024 More fragmented economies and monetary policies would open more regional relative value opportunities that should support Hedge Funds.
2/05/2024 Geopolitics Geopolitical risk will grow: here is how we track it In order to better understand geopolitical trends, Amundi has developed the Geopolitical Sentiment Tracker (GST).
25/04/2024 Retirement Key findings Optimal decumulation strategies 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...