2/04/2021 Fixed Income & FX Dollar: short-term bull, medium-term dull? As the global economy recovers from its worst economic slump since the 1930s, any investment decision will hinge critically on the evolution of the dollar....
31/03/2021 Economy & Markets How hot is the inflation pot? Strategies to protect portfoli... As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States....
24/03/2021 Machine Learning & Artificial Intelligence Bond Index Tracking with Genetic Algorithms Bond portfolio optimization is very different from equity portfolio optimization. Indeed, while continuous optimization is efficient when managing a portfolio...
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...
12/03/2021 Capital Market Assumptions Asset Classes Views: Climbing the hill Medium to long-term scenarios and return forecasts
9/03/2021 Equity The unique time for US value: rotation from growth plus inno... The rotation towards value is a key theme of our 2021 investment outlook.
8/03/2021 Portfolio Strategy Do not give up on fundamental valuations Something has to give in a regime shift. Be prepared, there will be opportunities for value investors.
15/05/2020 Investment Insights ESG & Factor Investing: a new stage has been reached ESG Investing is evolving extremely rapidly, in Europe and abroad.
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.
10/07/2020 Equity Time to play a cyclical recovery in European equity Cyclical conditions are turning more positive for Europe.