The purpose of this paper is to appraise recent ESG trends in global equity markets. It contributes to a broader research project started at Amundi in...

To avoid the worst climate change scenario, Greenhouse Gas (GHG) emissions should be reduced drastically during the next decades.

In this paper, we intend to gain an understanding of the drivers of stock convexity, also known as gamma.

Discover drivers and opportunties in the great rotation towards value stocks in Europe and the appeal of dividend stocks for income purpose.

January has seen strong gyrations in markets, with nominal and real yields rising sharply, driving a strong shift from growth to value in equities.

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

ESG (environmental, social, and governance) investing has been making news headlines recently.

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...

The return of inflation is clearly one of the top themes of 2021 and the post-pandemic economic revival.

Investors have enjoyed stellar performances over the last twelve months. A 60/40 traditional global equity/bond portfolio returned around 19% on a one-year...

In the field of factor investing, quality is undoubtedly the equity factor with the weakest consensus. This research investigates the best way to define...

SPACs (Special Purpose Acquisition Company) are companies created and listed on an exchange with the purpose of buying a growth company later.

We believe now may be the best time in recent history to invest with an active approach in US equities. Passive indices outperformed active managers in...

Domestic demand, ‘Make in India’, and possible inclusion in fixed income indices

The rotation towards value is a key theme of our 2021 investment outlook.