27/04/2023 Emerging Markets Emerging Markets Charts and Views - Springtime for Emerging ... Outlook for EM assets: opportunities and risks for EM-investors in 2023.
27/10/2022 Emerging Markets Emerging Markets Charts and Views - EM investing after the g... Emerging Markets investing after the great repricing
28/09/2022 Fixed Income & FX Time to refocus on bonds - Rethinking portfolios after the g... Time to refocus on bonds - Rethinking portfolios after the great repricing
5/07/2022 Insurance Insurers' buy and maintain portfolios and sustainable invest... This article aims to explore how the inclusion of Environmental, Social, and Governance (ESG) criteria became a critical part of the management of Buy...
20/06/2022 Investment Insights ESG journey is set to accelerate in credit markets Last year global sustainable debt issuance hit a record of over $1.4tn, with the overall sustainable debt universe expanding to near $3.4tn.
5/05/2022 Portfolio Strategy Setting your investment objectives: institutional asset allo... Understanding the factors that contribute to setting investment objectives in the Investment Policy Statement.
3/05/2022 Real & Alternative Assets Global real estate markets: rich valuations, but not a sourc... Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.
21/04/2022 Economy & Markets The energy crisis heightens inflation fears - Strategies to ... The presentation provides insights into how the current war/energy crisis is exacerbating the already high inflation. The material also details what strategies...
1/04/2022 Geopolitics When artificial intelligence meets economy: an analysis of t... Understanding how artificial intelligence could help analyse the current state of the international situation in order to provide some projections on...
17/02/2022 Real & Alternative Assets Crypto-currencies: a bubble or the emergence of a new paradi... The proliferation of crypto-currencies (CCs) and the popularity of these assets among investors has led us to question their nature, function, valuation...
9/02/2022 Economy & Markets Inflation is starting to burn - Strategies to protect portfo... Understanding our key convictions and portfolio implications on inflation trends ahead
7/02/2022 Emerging Markets Emerging Markets Charts and Views - Reasons for cautious opt... Emerging Markets Charts and Views - Reasons for cautious optimism in 2022
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...
26/11/2021 Fixed Income & FX From recovery to resiliency: the promise of EM sustainable ... After an outbreak that initially affected developed countries and China, Covid-19 has become an emerging market and developing economies (EMDEs) pandemic.
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...