The Recent Performance of ESG Investing, the Covid-19 Cataly...
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PIRONDINI Marco
Investment Talks
12.10.2021
Higher rates provide a second chance to play US value opportunities
Nowadays, US value trades at its steepest discount to growth since 1999. However, declining Covid-19 cases, a broad-based economic recovery, prospects of higher interest rates as we progress out of the pandemic, and the return of persistent inflation pressures should help close the valuation gap between growth and value stocks.
More 5 to 10 minutes
Insights Paper
27.04.2021
Why now is the time for active management in US equities
We believe now may be the best time in recent history to invest with an active approach in US equities. Passive indices outperformed active managers in recent years as US equity markets became more concentrated and dispersion declined: concentration in the five largest stocks in the S&P 500 had been increasing since 2013 and it peaked at 24% in 2020, when Alphabet, Amazon, Apple, Facebook and Microsoft benefited from a stay-athome environment in which people increasingly used technology to communicate, shop and work.
More > 10 minutes
Insights Paper
9.03.2021
The unique time for US value: rotation from growth plus innovation, quality and ESG improvement
433
The rotation towards value is a key theme of our 2021 investment outlook.
More > 10 minutes- 433
Investment Talks
21.10.2020
Time to reconsider US growth and value ?
64
The outperformance of growth stocks over value stocks has reached record levels, as has the valuation gap.
More < 5 minutes- 64
Investment Talks
25.09.2020
US presidential election: how it will impact US economy and financial markets
36
US presidential election outcome: Joe Biden has enjoyed a remarkably stable lead in the national polls this year.
More < 5 minutes- 36
Insights Paper
27.07.2020
The Case for US Equities in Global Portfolios
55
The post-pandemic market reality accentuates the attractiveness of the US stock market.
More > 10 minutes- 55
Investment Talks
8.04.2020
A lot of bad news already priced in US assets: a gradual approach to exploit market dislocations
35
The US economy has entered a recession, induced by the social distancing and quarantining measures introduced to tackle the pandemic crisis.
More < 5 minutes- 35
Investment Talks
16.03.2020
US: Covid-19 & Oil Wars Warrant Decisive Action. Fed moves to ease financial stress
27
Uncertainty surrounding the magnitude and duration of the global health crisis is driving volatility and testing liquidity across the world’s financial markets.
More < 5 minutes- 27
Insights Paper
17.01.2020
Economic resilience, Fed and elections to drive US markets in 2020
33
2019 proved a strong year for US assets, with US equity markets recording the strongest annual total return since 2013 and the US aggregate bond index up almost 9.0%. In addition, the past decade proved the best ever for the S&P 500 index, which returned 256% overall, well above its historical average.
More > 10 minutes- 33
Amundi on Twitter
53 min 55 sec
📃 [Instit.Invest.] 💬 “A Circular Economy entails a change in our economic model, allowing to produce sustainable consumer goods, while protecting nature and ensuring the well-being of individuals.” ➡ Discover our expert’s analysis ⤵ https://t.co/26wnblgeYN
3 hours 54 min
🇩🇪 #Inflation | Nach der Pandemie ist vor der Inflation? Die Gefahr lässt sich nicht von der Hand weisen, sagt Pascal Blanqué, Group Chief Investment Officer bei Amundi. Ein Blick in die Vergangenheit könnte helfen, die Gegenwart besser einzuordnen. ⬇ https://t.co/P4xBjxSL0d
6 hours 54 min
🇮🇹 #OperatoriProfessionali | Riparte l'Amundi Tour che toccherà 10 città dal 3 al 24 novembre. Oltre la #sostenibilità sintetizza il nostro impegno a rendere l'#investimentosostenibile sempre più concreto e comprensibile. 👉 Iscriviti a questo link: https://t.co/FVTsaF97Vo
7 hours 54 min
📃 [Instit.Invest.] 💬 “The creation of an Asian currency bloc could provide some insulation from US-related headwinds and the dollar in the trade equation.” ➡ Find out more with our expert’s analysis in our #ResearchCenter ⤵ https://t.co/g0wYGm9XHN
8 hours 44 min
📣 #Event | Valerie Baudson’s intervention at the ESG Investment Europe Summit 2021 organized by @Reuters starts now! ➡ Don’t forget to register: https://t.co/42nwDAjlKK #ReutersEventsESG
1 day 3 hours
📃 [Instit.Invest.] 💬 “We believe that most of the bad news is behind us. As such, EM should manage the current situation and they are better positioned to do so than they were in 2013” ➡ Discover our expert’s analysis in our #ResearchCenter ⤵ https://t.co/jiMJf2DjMz
1 day 7 hours
🇮🇹 #VideoIntervista | La catena #alimentare, dal campo alla tavola, è un #megatrend d’#investimento che influenza la nostra vita e il nostro benessere. ➡ Guarda la video intervista di Patrizia Puliafito a Paolo Proli e Emanuele Bompan. ⤵ https://t.co/3rKGoYcliv
1 day 23 hours
📃 [Instit.Invest.] 💬 “Rising commodity prices and higher inflation should support value stocks as we continue to progress out of the pandemic.” ➡ Discover more with our expert’s analysis in our #ResearchCenter ⤵ https://t.co/oRFVY1MPH6
2 days 1 hour
🇩🇪 [#NetZero] Früher war die Festlegung von Klimazielen Sache der Politik. Jetzt sind zunehmend Investoren mit an Bord. Was bedeutet Net Zero für Investoren und wie können sie zum Erreichen des CO2-#Netto-Null-Ziels beitragen? ⤵ ➡ https://t.co/U48Cbruvom #NettoNull #COP26
2 days 5 hours
🗞 #Press | We are delighted to announce the appointment of Albert Tse as the new CEO of South Asia. More information from @CitywireAsia here. ⤵ https://t.co/LiARe44c8b
1634828455
📃 [Instit.Invest.] 💬 “A Circular Economy entails a change in our economic model, allowing to produce sustainable consumer goods, while protecting nature and ensuring the well-being of individuals.” ➡ Discover our expert’s analysis ⤵ https://t.co/26wnblgeYN
1634817649
🇩🇪 #Inflation | Nach der Pandemie ist vor der Inflation? Die Gefahr lässt sich nicht von der Hand weisen, sagt Pascal Blanqué, Group Chief Investment Officer bei Amundi. Ein Blick in die Vergangenheit könnte helfen, die Gegenwart besser einzuordnen. ⬇ https://t.co/P4xBjxSL0d
1634806823
🇮🇹 #OperatoriProfessionali | Riparte l'Amundi Tour che toccherà 10 città dal 3 al 24 novembre. Oltre la #sostenibilità sintetizza il nostro impegno a rendere l'#investimentosostenibile sempre più concreto e comprensibile. 👉 Iscriviti a questo link: https://t.co/FVTsaF97Vo
1634803243
📃 [Instit.Invest.] 💬 “The creation of an Asian currency bloc could provide some insulation from US-related headwinds and the dollar in the trade equation.” ➡ Find out more with our expert’s analysis in our #ResearchCenter ⤵ https://t.co/g0wYGm9XHN
1634800202
📣 #Event | Valerie Baudson’s intervention at the ESG Investment Europe Summit 2021 organized by @Reuters starts now! ➡ Don’t forget to register: https://t.co/42nwDAjlKK #ReutersEventsESG
1634731280
📃 [Instit.Invest.] 💬 “We believe that most of the bad news is behind us. As such, EM should manage the current situation and they are better positioned to do so than they were in 2013” ➡ Discover our expert’s analysis in our #ResearchCenter ⤵ https://t.co/jiMJf2DjMz
1634716833
🇮🇹 #VideoIntervista | La catena #alimentare, dal campo alla tavola, è un #megatrend d’#investimento che influenza la nostra vita e il nostro benessere. ➡ Guarda la video intervista di Patrizia Puliafito a Paolo Proli e Emanuele Bompan. ⤵ https://t.co/3rKGoYcliv
1634659329
📃 [Instit.Invest.] 💬 “Rising commodity prices and higher inflation should support value stocks as we continue to progress out of the pandemic.” ➡ Discover more with our expert’s analysis in our #ResearchCenter ⤵ https://t.co/oRFVY1MPH6
1634652021
🇩🇪 [#NetZero] Früher war die Festlegung von Klimazielen Sache der Politik. Jetzt sind zunehmend Investoren mit an Bord. Was bedeutet Net Zero für Investoren und wie können sie zum Erreichen des CO2-#Netto-Null-Ziels beitragen? ⤵ ➡ https://t.co/U48Cbruvom #NettoNull #COP26
1634639404
🗞 #Press | We are delighted to announce the appointment of Albert Tse as the new CEO of South Asia. More information from @CitywireAsia here. ⤵ https://t.co/LiARe44c8b
