H2 2022 Investment Outlook - Life above zero: investors’ jou...
Must read articles
Commodities
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.
More > 10 minutes
Investment Talks
25.03.2022
A more fragmented Emerging Markets world amid the Russia-Ukraine crisis
The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and others challenged by higher inflation dynamics.
More 5 to 10 minutes
Investment Talks
11.03.2022
Russia-Ukraine: a lot of bad news already priced in, but the outlook is deteriorating
We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe and in particular countries more vulnerable to sanctions and energy price dynamics.
More > 10 minutes
Investment Talks
7.03.2022
Russia-Ukraine: an uncertain outcome calls for higher focus on liquidity
There are multiple scenarios for the continuation of the crisis. What is certain is that volatility will persist and real interest rates will remain in negative territory for a while.
More > 10 minutes
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
Investment Talks
13.01.2022
Kazakhstan: low impact for asset prices, but a wakeup call for geopolitical risk
Understanding recent turmoil in Kazakhstan and its evolution, as well as the implications on its economy and potential geopolitical consequences in the region.
More 5 to 10 minutes
Working Paper
14.06.2013
Cross-Hedging of Inflation Derivatives on Commodities: The Informational Content of Futures Markets
According to the macro-econometric literature, the impact of exogenous oil price shocks on Inflation have greatly increased in the last two decades throughout OECD countries while the persistence of those shocks on long-term inflation, namely core inflation, has dramatically decreased.
More > 10 minutesAmundi on Twitter
22 hours 31 min
🇮🇹 [#BTP] Fari puntati sul debito pubblico italiano e relativo spread dei titoli di stato, nonchè sulle mosse della #BCE per prevenire il rischio di frammentazione. Scopri di più nell'analisi di Cosimo Marasciulo ⤵️ https://t.co/7cGYQUNbNC
1 day 2 hours
🚀#IntegratedReport | Creating value for our clients means being one step ahead of technology. For example, by developing new functionalities for ALTO*, the heart of our platform. ➡ To know more, visit https://t.co/ditj22CERs *Amundi Leading Technologies & Operations https://t.co/rCgwRaHBer
2 days 23 hours
📜 [Instit.Invest.] Markets are entering a tough phase of the regime shift as the risks over economic growth add to the red hot inflation backdrop. Our experts assess the investment implications of the repricing currently underway. To discover ⤵ https://t.co/MSShiaIohX
3 days 5 hours
🇩🇪 #Märkte | Die letzte Börsenwoche im Rückblick und aktuelle Analysen der Amundi-Experten – für Sie kompakt aufbereitet. Aktuelles Fokusthema: Die #Inflation stellt die #Zentralbanken weiterhin vor erhebliche Probleme. Jetzt lesen: ⤵ ➡https://t.co/jhUsLOcslo https://t.co/IO87ITUcgK
3 days 19 hours
📜 [Instit.Invest.] The apparent decline in the cost of capital and the underinvestment in the old economy over the past years has created a major distortion in the macroeconomic and financial landscape. Read on our expert’s analysis⤵ https://t.co/vKqDatksxi
1 week
🇮🇹 #Intervista | L'#energia è una risorsa sempre più preziosa e contesa. L'#idrogeno potrebbe essere la chiave di volta di una #transizioneenergetica non più rinviabile. Ne ha parlato Paolo Proli in una puntata di SpeechBox con Federico Rampini ⤵️ https://t.co/XbI12wtKgx
1 week
🇩🇪 #Märkte | Pascal Blanqué, Chairman des Amundi Instituts, sieht eine wesentliche Ursache für die drohende Stagflation darin, dass zugunsten der Technologiebranche lange Zeit zu wenig Kapital in die Old Economy investiert wurde. Mehr Lesen: ➡https://t.co/vKhX6qLxPB https://t.co/mwPESjiD4U
1 week
🌍 #AmundiWIF22 | The impacts of the pandemic and the war in Ukraine were at the heart of discussions during the #AmundiWIF22. In the context of global shocks, we asked Dr. Luiz Fernando do Amaral, how can we make sure that #NetZero stays a priority to financial stakeholders? ⬇ https://t.co/HX3JS840eB
1 week
🚀 #IntegratedReport | Amundi’s ESG ambitions are in keeping with its determination to help redefine our society on the key topics of climate change and social cohesion. To know more on our objectives and actions ⬇ https://t.co/ditj22CERs
1 week 1 day
🇮🇹 #2025Ambition | Comunicata nei suoi tratti principali la #strategia che seguiremo di qui al 2025 per proseguire nel nostro percorso di crescita. Scopri di più ⤵️ https://t.co/iQi0sHmMXp
