27/01/2022 Investment Views Global Investment Views - February 2022 January has seen strong gyrations in markets, with nominal and real yields rising sharply, driving a strong shift from growth to value in equities.
28/01/2022 Economy & Markets 25-26 January FOMC review : giving the all clear for March h... Overall, the statement was largely consistent with investor and market expectations.
27/01/2022 Asset Pricing & Behavioural Finance Choice Overload participation and asset Allocation in French... This paper employs administrative data from one of the largest plan providers in France to investigate the role of plan and default characteristics in...
26/01/2022 Investment Insights The wheels of a Circular Economy go round and round Our economy relies on exploiting assumed-infinite natural resources. We're at a turning point, recognizing Earth's limits and the fragility of the ecosystems...
20/01/2022 Investment Insights The Wheels of Circular Economy go round and round - No.5: Fa... Over the past two decades, a concept called ‘fast fashion’ inherently changed the fashion industry. Between 2000 and 2014, clothing production has doubled...
18/01/2022 Economy & Markets Money & velocity matter: great comeback of the quantity equa... Understanding the linkage between money velocity, psychology of inflation in the regime shift, and consequence for investors.
18/01/2022 Economy & Markets Shifts & Narratives #13 - Money and psychology of inflation:... Understanding the linkage between money velocity, psychology of inflation in the regime shift, and consequence for investors.
13/01/2022 Geopolitics Kazakhstan: low impact for asset prices, but a wakeup call f... Understanding recent turmoil in Kazakhstan and its evolution, as well as the implications on its economy and potential geopolitical consequences in the...
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...
5/01/2022 Emerging Markets LatAm's political pendulum takes a hard swing to the left in... 2021 Covid surging in 1H and inflation swelling in 2H have contributed to the political pendulum swinging hard left in LatAm. More structurally, the commodity...