
14-15 June FOMC meeting: Fed becoming worried about inflatio...
Understanding the dynamics of inflation and how the psychology of inflation can make it more permanent than expected
More > 10 minutesDiscover drivers and opportunties in the great rotation towards value stocks in Europe and the appeal of dividend stocks for income purpose
More 5 to 10 minutesNumerous factors have been driving the development of passively managed vehicles and their increasing weight in institutional investors’ portfolios
More > 10 minutesWe 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 minutesThe Covid-19 crisis and its impact on the economy (both oil and commodities dynamics and trade) have been the main drivers of the slowdown in emerging markets.
More > 10 minutesTwo major drivers are shaping the landscape for EM countries: Covid-19 and oil dynamics. We are mindful that current events will have very significant negative effects on the economic outlook for EM this year, leading many countries into recession.
More > 10 minutesThe spread of coronavirus in Europe and the United States triggered a worldwide stock market crash in March, followed by a partial rebound.
More > 10 minutesAs we enter the 2020s, a look back over the previous decade provides a key take-away for investors: a zero-rate environment does not lead to zero performance for bond investors.
More > 10 minutesAmundi’s new research on the impact of ESG investing on equity asset pricing finds that when an alpha strategy is massively implemented, it becomes a beta strategy.
More > 10 minutesProfessional investors are Professional investors of the European Union, as defined as in European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments(MIFID) to investment services providers and any other professional of the financial industry,and as the case may be in each local regulation, and, as far as the offering in Switzerland is concerned, a Qualified Investor within the meaning of the provisions of the Swiss CollectiveInvestment Schemes Act of 23 June 2006 (CISA), the Swiss Collective Investment SchemesOrdinance of 22 November 2006 (CISO) and the FINMA’s Circular 08/8 on Public Advertising under the Collective Investment Schemes legislation of 20 November 2008
European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (MIFID)
Private customers or retail investors, or to investors who do not comply with the definition of qualified investors as defined in the applicable legislation and regulation
as defined in the US Securities Act of 1933
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