
No systemic risk from SVB failure, but watch out for areas o...
2023 will be a two-speed year, with plenty of risks to watch out for.
Read moreIn one month, China dropped most of its Covid-related restrictions, vowed to support the housing market more, and set pro-growth policies.
More 5 to 10 minutesChina’s cyclical recovery outlook hinges critically on developments in Covid-19 policy. Housing will become less of a drag as the sector manages an L-shaped landing.
More 5 to 10 minutesThe extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.
More 5 to 10 minutesThe purpose of this paper is to appraise recent ESG trends in global equity markets. It contributes to a broader research project started at Amundi in 2014 on the relevance of ESG.
More > 10 minutes2021 Covid surging in 1H and inflation swelling in 2H have contributed to the political pendulum swinging hard left in LatAm. More structurally, the commodity super cycle unwind mid last decade and the political discontent likely set the entire shift in motion. Against the general trend, some elections cycles moved in the other direction as well.
More 5 to 10 minutesCovid-19 vaccines have been rolled out for a year now. Despite official commitments to provide access to effective jabs to all countries, production constraints and national priorities have resulted in uneven distribution.
More 5 to 10 minutesWhen we reflect back on 2021 in years to come, will we see it as a turning point leading to fundamental change in the way we live, a missed opportunity, or merely an interlude before “ordinary” life continues?
More > 10 minutesThe coming of summer has also seen the return of extreme heatwaves, catastrophic flooding and devastating forest fires. The arrival of the COP26 could not be more timely given the need for a universal response to the climate crisis. Pension funds as major global asset owners have a key role to play in this response.
More > 10 minutesThe disruption of global supply chains has been a wakeup call for the European Union. For years, the principle of an open and free Single Market has led to a massive transfer of industrial production and outsourcing mainly to Asia.
More 5 to 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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