Must read articles

SANDRINI Francesco
RC-2023.02-A-year-of-war-in-Ukraine-Slider
Thematic Paper 20.02.2023 A year of war in Ukraine: accelerating the energy transition and fragmentation
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The war in Ukraine has had a marked impact on the global economy, redrawing national and international priorities. Investors need agility to cope with increased fragmentation and a faster green transition.

More > 10 minutes
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RC - Macroeconomics papers (recurrent)
Thematic Paper 29.07.2022 Gas rationing impact on European economy

The partial shutoff of gas deliveries is already affecting European growth momentum. Discover what could be the economic impact of a total cutoff and what are the investment implications.

More > 10 minutes
RC - 2022.04 - Investment talks - Commodities - cover
Investment Talks 27.04.2022 War and Net Zero offer opportunities across the commodity universe

Understanding the role that commodities could play in portfolio diversification under a regime of high and persistent inflation.

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RC-2022.02--Russia-Ukraine-tensions-slider
Investment Talks 1.02.2022 Russia-Ukraine tensions: geopolitical risk adds volatility to risk assets

Understanding recent tensions between Russia and Ukraine, as well as the implications on the economy and potential geopolitical and investment consequences.

More 5 to 10 minutes
RC-2022.01-Resilient--in-an-inflationary-regime-slider
Insights Paper 13.01.2022 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 portfolios.

More > 10 minutes

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