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.
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,...
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...
25/02/2021 Real & Alternative Assets Investing in post-Covid-19 European private debt markets: fo... Private debt markets have grown rapidly since the Great Financial Crisis (GFC), with global assets under management (AuM) tripling, from $275bn in 2009...
11/12/2020 Investment Insights Responsible investing expands further with green convertible... While investors have been aware of the merits of investing responsibly for a long time, the Covid-19 crisis is likely to increase the focus on ESG principles,...
18/11/2020 Investment Insights Social bonds: financing the recovery and long-term inclusive... With its triple impact on education, income and health, the Covid-19 crisis has exacerbated existing inequalities, both among and within countries.
28/10/2020 Portfolio Strategy Liquidity trends in the wake of Covid-19: implications for p... The Covid-19 crisis has triggered the deepest liquidity squeeze since 2008. Unlike the Great Financial Crisis (GFC), an unprecedented real economy shock...
13/10/2020 Emerging Markets Emerging Markets Charts & Views - Market opportunities looki... The Covid-19 crisis and its impact on the economy (both oil and commodities dynamics and trade) have been the main drivers of the slowdown in emerging...
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...
23/07/2020 Emerging Markets The New Silk Road routes: Why investors should care The global outbreak of Covid-19 has brought the world and its economy to a standstill, highlighting the importance of sustainable and resilient infrastructure...
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...
3/06/2020 Research The Coronavirus and ESG Investing, the emergence of the Soci... Amundi’s Quantitative Research team has been studying the evolution of ESG investing across asset classes and geographies for the past several years.
19/05/2020 Emerging Markets Emerging Markets Charts & Views - Market dislocation creatin... Two major drivers are shaping the landscape for EM countries: Covid-19 and oil dynamics. We are mindful that current events will have very significant...
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.
