11/03/2024 Sustainable Finance The Economic Cost of the Carbon Tax Explore the impact of carbon taxes on finance with our detailed analysis. Discover the economic implications of environmental policies and their effects...
16/11/2023 Sustainable Finance Climate-Related Stress-Testing and Net-Zero Valuation This paper proposes a methodology for quantifying the climate-related transition impacts on energy-intensive companies.
10/10/2023 Cross Asset Research Cross Asset Investment Strategy - October 2023 Find the latest edition of our monthly publication. The focus is on the energy price rise and its impact on US consumption.
10/10/2023 Geopolitics Five questions on the recent escalation in Israel The Talks outlines the investment and geopolitical implications of the recent terrorist attacks on Israel
10/10/2023 Economy & Markets Macroeconomic and financial market forecasts - October 2023 Macroeconomics forecasts
10/10/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - October 2023 Inflation has been on a declining path in advanced countries, albeit with some stickiness in services inflation
10/10/2023 Economy & Markets Limited hit from energy price rise on US consumption so far The impact of energy on the US economy has declined over the last three decades, but a series of shocks since the pandemic and a +30% price surge since...
7/06/2023 Investment Insights Net Zero investing and its impact on a 60-40 allocation Amundi highlights that an active approach to Net Zero investing can capitalise on the opportunities and overcome risks associated with incorporating Net...
31/03/2023 Sustainable Finance Companies and Climate change - A research application of the AIIB-Amundi CCIF* This report presents the results of research conducted by three leading climate finance research organizations. The CCIF aims to provide investors with...
10/02/2023 Economy & Markets Italy: where prudence meets potential As the largest beneficiary of the Next Generation EU post-pandemic reconstruction plan, Italy has a unique opportunity to modernise its economy through...
3/01/2023 Economy & Markets A strained German economy can be good news for Europe The energy crisis resulting from the war in Ukraine has altered profoundly Europe’s economic performance and prospects.
7/11/2022 Economy & Markets False sense of security from easing energy prices Natural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures.
29/07/2022 Economy & Markets Gas rationing impact on European economy The partial shutoff of gas deliveries is already affecting European growth momentum. Discover what could be the economic impact of a total cutoff and...
3/06/2022 Equity A look under the surface of the first quarter earnings season The excellent results of the first quarter also conceal weaknesses.
9/05/2022 Investment Insights Shifts & Narratives #17 - Keeping up with climate change in setting long-term asset class views Dealing with the changes driven by the energy transition requires a complete rethinking of asset class returns forecasting and brings major implications...