3/12/2024 Retirement Pension Funds Letter 22 - New realities, new searches for returns 2024's elections will shape global markets. This article explores U.S. policy impacts on emerging markets, pension investment trends, and ESG integration.
1/12/2022 Retirement Pension funds: reorienting asset allocation in an inflation-... After a prolonged era of cheap money and double-digit returns, the sharp spike in inflation to its 40-year high in 2022 was a game changer.
5/10/2022 Retirement Amundi Pension Funds Letter - Special Edition: UK LDI Crisis Given the yield increases at the announcement of the UK accommodative mini-budget a week ago, pension schemes suffered a massive liquidity crisis related...
19/09/2022 Sustainable Finance Altruism or Self-Interest? ESG and Participation in Employee... We ask how the ESG performance of firms affects the asset allocation of a large sample of French employees between their employer’s stock and alternative...
25/07/2022 Portfolio Allocation Precautionary Liquidity and Retirement Saving There is a large debate on the optimal degree of savings’ liquidity in retirement systems.
20/07/2022 Retirement Pension Funds Letter 15 - Stage 2022: Cycling on As holidaymakers resume their familiar summer breaks and crowds return to the Champs-Elysées to cheer on the final stage of the 2022 Tour de France, elsewhere...
23/03/2022 Retirement Pension Funds Letter 14 - The Red Dragon continues its ascen... In this latest edition of Amundi Pension Fund Letter we turn our gaze to China. The world’s second largest economy since 2010.