Geopolitics | Amundi Institute

Geopolitics

Amundi Pension Funds Letter n°17

In early March, a number of Amundi’s experts gathered in Paris to present their views to clients on some of the current concerns facing pension funds.

Pension Funds letter

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2023 Investment Outlook - Some light for investors after the storm

Understanding the macroeconomic and investment outlook for 2023.

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Capital Market Assumptions

Asset Class Return Forecasts - Q4 2022

Check the quartely update of the Amundi's medium to long-term expected returns on various asset classes.

Research Center - 2022.10 - Emerging Markets Charts and Views - EM investing after the great repricing

Emerging Markets

Emerging Markets Charts and Views - EM investing after the great repricing

Emerging Markets investing after the great repricing

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Emerging Markets

Relaxed financial markets look at Lula’s comeback

The first electoral round was won by former President Lula. However, the incumbent, Bolsonaro, performed better than expected.

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Emerging Markets

LatAm elections cycles wrapping up: politics and policy transitions in full swing of uncertainty

LatAm’s dramatic elections calendar that landed three leftist presidents in the Andean region might be two-thirds over, but the political and policy uncertainty...

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Emerging Markets

Taiwan: depicting the unthinkable

Russia’s recent invasion of Ukraine has focused investors’ minds on the Taiwan issue and the People’s Republic of China’s potential approach to it.

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🇩🇪 #Märkte | Die Aktienkurse sind in der Vorwoche leicht gestiegen. #Schwellenländer profitierten von der überdurchschnittlichen Entwicklung chinesischer Aktien. #Europa blieb hinter #USA zurück. Mehr Infos in unserer wöchentlichen Finanzmarktanalyse:⤵ ➡https://t.co/jBuMUOVv6m https://t.co/54EAWzpn92

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🌎 [#Convictions] We believe we are at the start of a transition period, with a shift of focus from the West to the East: To learn more, read our latest insights: https://t.co/4K8im1RgcH #EmergingMarkets #China https://t.co/uapmQa4LvU

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🎙 #Radio | Last week, Head of Investment and ESG Strategies, David Poh shared his views on Singapore’s Trade Index movements and discussed about some of the key regional and global developments with @moneyfm893. Listen to the interview here ⤵ https://t.co/6KLjBN36wn

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