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 Investment Insights 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.
19/05/2020 Emerging Markets Emerging Markets Charts & Views - Market dislocation creatin... Two major drivers are shaping the landscape for EM countries: Covid-19 and oil dynamics. We are mindful that current events will have very significant...
5/08/2019 Emerging Markets Emerging Markets Charts & Views - Finding a balance between ... The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment...
5/03/2019 Emerging Markets Emerging Markets Charts & Views - Seek opportunities, but be... Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to...
8/01/2020 Equity Time for a flight to cyclical value in European equity When we look at equity markets for 2020, we see that value offers better opportunities than growth, as implied expectations are lower and therefore more...
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...
29/10/2019 Emerging Markets Emerging Markets Charts & Views - A tug of war between weake... Emerging economies have faced a backlash in the last few months as a consequence of the global economic weakness and the uncertainty related to global...