2/07/2024 Investment Views Global Investment Views - July 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
26/02/2021 Portfolio Allocation Understanding the Performance of the Equity Value Factor After decades of sound performance, doubts have been cast on the ability of the equity value strategy to keep delivering in the aftermath of the 2008...
13/01/2021 Insurance European insurers: the case for going global in the credit a... In the hunt for yield, some years ago European investors started to allocate part of their credit exposure to dollar assets.
16/11/2020 Geopolitics Europe, US and China tomorrow: Will it be possible to avoid ... There are many pitfalls looming.
1/09/2020 Investment Insights Looking for hidden ESG gems: a new frontier for responsible ... The ongoing Covid-19 crisis and the resulting market turmoil have confirmed a pre-existing trend within equity investing: the increasing relevance of...
10/07/2020 Equity Time to play a cyclical recovery in European equity Cyclical conditions are turning more positive for Europe.
17/06/2020 Real & Alternative Assets Covid-19: short-term pain, long-term opportunities for Europ... 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...