3/01/2023 Emerging Markets China: back to pragmatism In one month, China dropped most of its Covid-related restrictions, vowed to support the housing market more, and set pro-growth policies.
7/11/2022 Emerging Markets Where is China heading to? China’s cyclical recovery outlook hinges critically on developments in Covid-19 policy. Housing will become less of a drag as the sector manages an L-shaped...
6/05/2022 Emerging Markets Hold tight for the Chinese demand shock: faith over fear The extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.
25/02/2022 Sustainable Finance The Recent Performance of ESG Investing, the Covid-19 Cataly... 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...
2/12/2021 Retirement Pension Funds Letter 13 - A defining moment for pension fund... Discover the latest insights on pension fund and the challenges they face in 2021 in this month's Pension Funds Letter.
6/09/2021 Real & Alternative Assets Real assets favoured in a post-Covid-19 world, but higher fr... The pandemic crisis has paved the way for a new economic cycle, which could be depicted by a resurgence of inflation.
26/07/2021 Retirement Pension Funds Letter 12 - COP26, COVID-19: more pressure for... Discover how COP26 and COVID-19 are increasing pressure for a green future in Amundi's Pension Funds Letter 12. Explore the latest insights and analysis...
30/06/2021 Portfolio Allocation Revisiting Quality Investing In the field of factor investing, quality is undoubtedly the equity factor with the weakest consensus. This research investigates the best way to define...
29/06/2021 Economy & Markets Banks in the post-Covid-19 world We thought the banking sector was forever changed by the Global Financial Crisis (GFC): e.g., lower leverage, better risk management, greater transparency,...
14/06/2021 Research Shifts & Narratives #7 - Opening the Pandora’s box of social... The Covid-19 crisis has put global socio-economic inequalities in the spotlight and made them more concrete than ever before. It has also clearly shown...
8/06/2021 Economy & Markets Shifts & Narratives #5 - A unique crisis that opens the way ... The Covid-19 crisis is exceptional in many ways. It is the most serious health crisis since the Spanish flu a century ago. This crisis resulted in an...
7/06/2021 Insurance Insurers’ portfolios: re-load the income engine, go beyond t... US long-term yields have risen in recent months on expectations of strong economic growth fueled by fiscal stimulus. Eurozone long-term government yields...
19/05/2021 Economy & Markets Reindustrialisation, interventionism, sovereignty, de-global... With the third industrial revolution and the Covid-19 crisis, the world has entered into a period of global transformations. The current industrial revolution...
19/05/2021 Research Shifts & Narratives #3 - The ‘make it or break it moment’: w... The COP26 in Glasgow has been hailed as a turning point in the global fight regarding climate change amid a new US administration and a long and strenuous...
7/05/2021 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2021 With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.
