/ Research Center

22.07.2020 - Investment Talks

EU agreement: a powerful answer that can lift further EU assets and ESG investing

The agreement reached among EU leaders at the end of the longest European Council in history to mobile a comprehensive package of €1 824 bn – including the Multiannual Financial Framework (MFF) and the Next Generation EU (NGEU) instrument –is a significant achievement and a net positive in the short term for EU assets.

Didier BOROWSKI, Eric BRARD, Kasper ELMGREEN, Alban de FAY, Isabelle VIC-PHILIPPE

10.07.2020 - Insights Paper

Time to play a cyclical recovery in European equity

Cyclical conditions are turning more positive for Europe. Easing geopolitical risk and the prospect of massive fiscal resources (national and EU-wide) and monetary support could support a recovery in 2021. The improved sentiment could benefit European assets, equities in particular, that have been a laggard due to the pandemic. This could lead to a catch up of EU equities in relative terms vs other markets.

Pascal BLANQUE, Vincent MORTIER

17.06.2020 - Insights Paper

Covid-19: short-term pain, long-term opportunities for European commercial real estate

The Covid-19 crisis now appears to be deeper and more widespread than initially estimated by financial markets, and it is placing a huge strain on the global economy. In this new and evolving context, real estate is likely to share in the economic pain in the short run, but could prove resilient in the longer term given its defensive features, including its ability to dampen volatility and bring diversification to portfolios.

Pedro Antonio ARIAS

Global Head of Real & Alternative Assets

16.06.2020 - Expert Talk

The day after #7 - Climate change post Covid-19: A crisis at a crossroad

This year was supposed to be the year when policymakers, corporates and investors charged ahead in the fight against climate change. After the disappointing COP25 in Madrid, shocking wildfires in Australia at the end of 2019, an ambitious plan emerged from the European Union to tackle climate change head on with its Green Deal.

Alice DE BAZIN, Tobias HESSENBERGER, Théophile POUGET-ABADIE

03.06.2020 - Podcast

Blue Research - The "Day After" series #3 - Is green the new gold of the crisis?

Amundi’s teams have been studying the evolution of ESG investing across asset classes and geographies for the past several years.

03.06.2020 - Expert Talk

The Coronavirus and ESG Investing, the emergence of the Social pillar

Amundi’s Quantitative Research team has been studying the evolution of ESG investing across asset classes and geographies for the past several years. With the coronavirus pandemic, we have carefully examined these Responsible Investing trends and have identified some interesting findings

Takaya SEKINE, Fréderic LEPETIT

28.05.2020 - Working Paper

Trajectory Monitoring in Portfolio Management and Issuer Intentionality Scoring

2°C alignment has become a major issue for climate-aware portfolio management. There are sophisticated initiatives aiming to predict corporate emission intensities from 2030 up to 2100.

Theo LE GUENEDAL, Julien GIRAULT, Mathieu JOUANNEAU, Fréderic LEPETIT, Takaya SEKINE

18.05.2020 - Expert Talk

The day after #3 - ESG Resilience During the Covid Crisis: Is Green the New Gold?

On 23 February 2020, when Italy announced the Lombardy lockdown, and then on 11 March 2020, when the World Health Organization classified Covid-19 as a pandemic, what started as an emerging disease in China in a few weeks turned into one of the most serious health crises ever known. Equity markets across all financial centres plunged.

Jean-Jacques BARBERIS, Marie BRIERE

15.05.2020 - Expert Talk

ESG & Factor Investing: a new stage has been reached

ESG Investing is evolving extremely rapidly, in Europe and abroad. The importance of taking into account environmental, social and governance factors in investment decisions has become more acute with the coronavirus. Past Amundi research has underlined that ESG integration has been a driver of alpha since 2014.

Thierry RONCALLI

Head of Quantitative Research

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