17/03/2022 Sir Simon Fraser speaks about the Ukraine conflict: Focus Eu... Amundi Institute chairman, Pascal Blanqué, interviews Sir Simon Fraser, the former Head of the UK Foreign Office and Diplomatic Service. Sir Simon shares...
23/02/2022 Geopolitics Russia-Ukraine escalation adds to the case for additional pr... Understanding the economic and investment fallout of the Russia-Ukraine conflict.
11/02/2022 Equity European equity market: the great value rotation and the div... Discover drivers and opportunties in the great rotation towards value stocks in Europe and the appeal of dividend stocks for income purpose
3/02/2022 Economy & Markets European strategic sovereignty must be an investment opportu... The concept of strategic sovereignty goes far beyond the issues of security and defence. It also assumes relative self-sufficiency, and the ability to...
5/01/2022 Economy & Markets You asked, we answer - January 2022 Our Global Views team attempts to answer some of the questions often asked by our clients.
12/11/2021 Economy & Markets A new dawn for Europe? Strategies for investing in European ... The resurgence of Covid-19 cases in some countries is an area for attention, but should not lead to new generalised lockdowns due to vaccinations which...
23/08/2021 Real & Alternative Assets European commercial real estate: play the re-opening with qu... The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent,...
9/08/2021 ESG Thema ESG Thema #2 - EU Fit for 55 package The EU formally adopted in June its new objective of cutting the bloc’s greenhouse gas emissions by 55% by 2030 versus 1990.
26/02/2021 Portfolio Allocation Understanding the Performance of the Equity Value Factor After decades of sound performance, doubts have been cast on the ability of the equity value strategy to keep delivering in the aftermath of the 2008...
13/01/2021 Insurance European insurers: the case for going global in the credit a... In the hunt for yield, some years ago European investors started to allocate part of their credit exposure to dollar assets.
16/11/2020 Geopolitics Europe, US and China tomorrow: Will it be possible to avoid ... There are many pitfalls looming.
1/09/2020 Investment Insights Looking for hidden ESG gems: a new frontier for responsible ... The ongoing Covid-19 crisis and the resulting market turmoil have confirmed a pre-existing trend within equity investing: the increasing relevance of...
10/07/2020 Equity Time to play a cyclical recovery in European equity Cyclical conditions are turning more positive for Europe.
17/06/2020 Real & Alternative Assets Covid-19: short-term pain, long-term opportunities for Europ... The Covid-19 crisis now appears to be deeper and more widespread than initially estimated by financial markets, and it is placing a huge strain on the...
28/04/2020 Equity Covid-19 will redesign sector opportunities amid gradual nor... The spread of coronavirus in Europe and the United States triggered a worldwide stock market crash in March, followed by a partial rebound.