Macroeconomic forecasts as of 10 January 2024
Summary
Macroeconomic forecasts
Financial market forecasts
You can now read the full whitepaper at the link below
Amundi
2024 Top 500 ranking: 8
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PodcastOuterblue RI – How is Shareholder Stewardship shaping the future of corporate sustainability?
Stewardship activities, like engagement and voting, are increasingly seen as effective tools for promoting corporate accountability, enhancing long-term value, and driving sustainability.
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White papersInflation trend is falling
“With ongoing inflation swings, central banks will be increasingly data-dependent.”
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White papersInvestor Concerns and the Pricing of Physical Climate Risk
We study how global equity markets price the physical climate risk associated with tropical cyclones. To assess firms’ exposure to this risk, we use a bottom-up, forward-looking measure of firms’ expected losses to their geolocalized physical assets based on simulated cyclone tracks under different climate scenarios (RCP 2.6, 4.5, and 6.0).
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