2/06/2022 Portfolio Strategy Shifts & Narratives #18 - The power of narratives for invest... Our analysis suggests that narratives complement traditional macro variables when it comes to explaining financial market behaviour.
13/01/2022 Portfolio Strategy Resilient multi-asset portfolios in an inflationary regime Understanding how the Amundi Inflation Phazer tool works and how it could be useful in predicting prevailing inflation regimes and adjusting multi-asset...
21/12/2017 Portfolio Strategy Megatrends and disruptions Consequences for Asset Management The asset management industry has to face three different types of challenges.