22/04/2020 Fixed Income & FX Revisiting the global high yield outlook in the wake of the ... Global HY markets sold off aggressively between February and March in response to the COVID-19 outbreak, the oil price war and the liquidity freeze in...
7/04/2020 Sustainable Finance Credit Risk Sensitivity to Carbon Price In order to meet the objectives set by the Paris Climate Agreement, global greenhouse gas emissions must be drastically reduced.
12/03/2020 Retirement Pension Funds Letter 8 - Expanding Green Fixed Income Market... Expanding Green Fixed Income Markets: Let’s Do It Now!
5/03/2020 Fixed Income & FX Fixed Income: Zero rates do not mean zero returns As we enter the 2020s, a look back over the previous decade provides a key take-away for investors: a zero-rate environment does not lead to zero performance...
21/02/2020 Fixed Income & FX Global high yield outlook: Be confident, but not complacent Last year was a strong year for global bond markets, which were supported by the accommodative stance of the main central banks and strong investor demand....
10/02/2020 Sustainable Finance ESG Investing in Corporate Bonds: Mind the Gap This research is the companion study of three previous research projects conducted at Amundi that address the issue of socially responsible investing...
16/12/2019 Fixed Income & FX Fixed income: Back to core – Charts and Views - Build a robu... The ongoing slowdown in global trade will weaken global GDP growth further in 2020 – especially in advanced economies skewed towards the manufacturing...
9/12/2019 Fixed Income & FX Screen the Euro fixed income market in the era of three 'low... As 2020 approaches, the uncertainty in the market has receded but there are still risks ahead involving macroeconomic, political and technical factors....
4/11/2019 Fixed Income & FX High Yield: deep diving needed due to a more uncertain outlo... Global growth has been slowing since 2018, due to a combination of factors, including trade wars - with consequently slower global trade - past US Fed...
2/08/2019 Fixed Income & FX Seek high yield opportunities, but be aware of liquidity con... Speculative grade bonds have been among the major beneficiaries of the rapid turn of both Fed and ECB monetary policy stances to much more dovish positions....
25/07/2019 Fixed Income & FX Fixed Income Charts and Views - Q3 2019 A slowdown in global growth, with subdued inflation and dovish central banks (CB) committed to avoiding further economic deceleration, is a trend that,...
23/05/2019 Fixed Income & FX High Yield: Oasis in search for yield? Since early 2016, US HY default rates have experienced a sort of “mini –cycle”, peaking at the end of 2016.
25/02/2019 Fixed Income & FX How investors should deal with the liquidity dilemma The paradox of liquidity (it dries up when most needed) remains one of the key challenges for investors on the aftermath of the great financial crisis...
14/11/2018 Economy & Markets What lies ahead for the US economy and markets? The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world.
9/05/2018 Fixed Income & FX Rethinking fixed income investing when the easy money is com... Core fixed income allocation, usually comprising high-quality government and corporate bonds, has played a relevant role in diversified portfolios over...