3/01/2023 Emerging Markets China: back to pragmatism In one month, China dropped most of its Covid-related restrictions, vowed to support the housing market more, and set pro-growth policies.
7/11/2022 Emerging Markets Where is China heading to? China’s cyclical recovery outlook hinges critically on developments in Covid-19 policy. Housing will become less of a drag as the sector manages an L-shaped...
6/05/2022 Emerging Markets Hold tight for the Chinese demand shock: faith over fear The extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.
25/02/2022 Sustainable Finance The Recent Performance of ESG Investing, the Covid-19 Cataly... 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...
2/12/2021 Retirement Pension Funds Letter 13 - A defining moment for pension fund... When we reflect back on 2021 in years to come, will we see it as a turning point leading to fundamental change in the way we live, a missed opportunity,...
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.
26/07/2021 Retirement Pension Funds Letter 12 - COP26, COVID-19: more pressure for... The coming of summer has also seen the return of extreme heatwaves, catastrophic flooding and devastating forest fires. The arrival of the COP26 could...