2/08/2023 Capital Market Assumptions Asset Class Returns Forecasts - Q3 2023 Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.
31/07/2023 Emerging Markets Emerging market resilience paves the way for new opportunities Economic resilience and a growth advantage over developed markets make emerging countries an attractive destination for the second half of the year.
28/07/2023 Economy & Markets Fed moving to a pause with a very data-dependent approach The Talks elaborates on the banking stress in US and the FOMC May meeting.
25/07/2023 Podcasts Outerblue Convictions – Global Investment Views: Receding inflation doesn’t mean the battle is won
24/07/2023 Investment Views Global Investment Views - August 2023 Receding inflation doesn’t mean the battle is won yet
7/07/2023 Insurance Amundi Insurance Insights In this edition, we delve into some upcoming trends that are impacting insurance companies’ investments, along with some actionable ideas.
7/07/2023 Insurance IFRS 9 and 17 & ongoing IASB post implementation review: investment implications for insurers We highlight the implications of IFRS 9 and 17 standards and share some thoughts on how insurance companies can effectively address this framework.
30/06/2023 Insurance Insurance Fixed Income Outlook: transition to more liquid assets We look at how insurers have begun to adapt to the new market regime and suggest some avenues to explore on the asset side for the years to come.
29/06/2023 Investment Views Global Investment Views - July 2023 Don’t ignore the economic weakness ahead.
6/06/2023 Emerging Markets Indian assets are poised for growth in investors' portfolios A strong demographic and economic outlook over the next decade will be favourable for India's equity and fixed income markets.
26/05/2023 Economy & Markets Seven questions for investors on the US debt ceiling The Talks elaborates on the uncertainty around the US Debt Ceiling negotations and how it could evolve.
26/05/2023 Investment Views Global Investment Views - June 2023 Bonds (and cash) are back on the radar screen. Read more of our monthly investment views.
12/05/2023 Capital Market Assumptions Asset Class Returns Forecasts - Q2 2023 Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.
12/05/2023 Sustainable Finance Green vs. Social Bond Premium While responsible investors consider that the environmental and social pillars are highly interconnected when implementing ESG and climate strategies,...