The polls predict a clear victory for Angela Merkel’s CDU/CSU but several government coalition scenarios are possible.
Amundi Asset Management
2021 Top 500 ranking: 9
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White papersKazakhstan: low impact for asset prices, but a wakeup call for geopolitical risk
On 2 January, protests began in western Kazakhstan triggered by a sharp rise in fuel costs, but reflecting broader political discontent. The almost immediate response from the Collective Security Treaty Organization (CSTO, a Russian version of NATO) shows the close relationship between the Russian and Kazakhstan governments.
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White papers
Resilient multi-asset portfolios in an inflationary regime
Inflation dynamics drive monetary policy and financial market trends and play a key role in portfolio construction. Therefore, the ex-ante identification of a possible shift in the inflationary regime is needed to fine tune multi-asset portfolios.
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White papers
The wheels of a Circular Economy go round and round - N°4 The Electronics and ICT sector: designing a new matrix
Since the 1980’s, the electronics industry has grown dramatically and has benefited substantially from the linear economy by regularly offering new and better products, pushing consumers to renew their computer equipment (computers, smartphones, tablets, etc.) at an ever-increasing frequency. The extraction of materials, especially rare earths, the programmed obsolescence and the low recycling rate have become the industry norm.
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