All Commentary articles
-
White papersCan high emitters be net-zero leaders?
At LOIM, our way of deploying capital in the transition to a more sustainable economy differs from many low-carbon strategies. We do not only target businesses that already emit relatively low levels of carbon. Instead, we also seek out firms in economically important but emissions-intensive sectors – like steel and cement – that have ambitious and credible plans to decarbonise and whose progress might be underappreciated by the market.
-
White papersConvertible bonds: cutting emissions and promoting efficiency
Why does the investment approach to reach net-zero emissions matter? At LOIM, we believe that the energy transition can provide growth potential for investors who are also seeking to achieve real and tangible emission reductions. Our approach invests across all sectors but focuses on companies with credible and ambitious decarbonisation targets. We explore how our TargetNetZero strategy identifies such companies in convertible bonds.
-
White papersPension Funds Letter 19 - The twists and turns of responsible investing across the pension landscape
The twists and turns of responsible investing across the pension landscape
-
VideoThe Inside Track - Public and Private Markets Outlook; Episode 3: The Credit Continuum
(08:27) In this short video, experts from our public and private markets teams share their outlook on credit markets.
-
White papersRecent economic data confirms our outlook
”With softer economic growth ahead and the Fed expected to cut rates in 2024, this supports our positive stance on developed and emerging market bonds.”
-
White papersThe AI evolution: Where are we heading?
Artificial Intelligence (AI) has dominated headlines this year and sparked a rally in technology stocks. Jeffrey Lin and Thomas Lee, Fund Managers, Global Artificial Intelligence (Thematic Technology), believe that generative AI represents a significant technological advancement, with potential benefits extending across a broad range of industries. So how is this disruptive technology translating into exciting new investment opportunities?
-
White papersThe smart value-add investor – 2024 edition
When the market turned decidedly negative in early 2022, the strong value-add investment opportunity in the wake of the global financial crisis (GFC) came back to mind for many and inspired a number of real estate players to pursue the strategy. Significant capital has since been raised, but very little of it has been invested to date.
-
White papersBifurcation and more: the year ahead for real estate
The past year has been marked by volatility and uncertainty in capital markets. But at least so far many, if not most, real estate occupier markets have proven resilient. But this dynamic is at a critical juncture.
-
White papersManaging infrastructure safety requires long-term focus
In complex infrastructure environments, a commitment to safety must be lived every day in order to provide a safe workplace, write Shannon O’Keeffe, Director, Social Sustainability, William Phillips and Nicholas Rivera, Senior Associates, Asset Management at IFM Investors
-
White papersEuropean private debt: a powerhouse of unique opportunities
Sandrine Richard, Head of Private Debt at Generali Investments Partners, explains why investing in the private debt of sustainable European SMEs even in today’s challenging environment represents an excellent opportunity for both diversification and selectivity.
-
White papersTune out of the noise and into the trends to capitalise on Asia’s real estate potential
With commercial real estate in developed markets facing challenges, investors are increasingly considering other options.
-
White papersRethinking retail: centre:mk
Our Q4 real estate case study looks at how centre:mk in Milton Keynes – managed by Federated Hermes – is looking to set a new standard for community engagement and sustainability.
-
White papers2024 Outlook Public Fixed Income
With heightened uncertainty and widespread risks blurring the outlook, our credit market experts explore the future prospects for asset classes ranging from high yield, to investment grade credit, to emerging markets debt.
-
Podcast2024 Public Fixed Income Outlook
From high yield and investment grade credit to emerging markets and securitized debt, what will 2024 hold for fixed income investors? Our panel of experts weighs in on the opportunities and risks ahead.
-
PodcastOuterblue Convictions – Steering through turning tides in 2024
A special edition of Amundi’s monthly Convictions podcast focusing on the outlook for developed markets in 2024.
-
White papersAsset Class Outlook for 2024
What do you think will be the best performing asset class over the coming year?
-
White papersEmerging Markets Outlook for 2024
”While EM may struggle in a challenging global environment, there are nonetheless advancing structural factors that can benefit some peripheral countries.”
-
White papersHot Debates for 2024
During the Amundi Investment Seminar, which took place in Rome early in October, we asked our investment professionals questions to help us define a forecast for what 2024 will be like for the economy, geopolitics and investments.
-
White papersWith macro risks elevated it’s all about stock selection
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
-
White papers2024 Outlook: Steering through turning tides
The coming year will see the tides turn for growth, inflation and monetary policy, with the United States expected to enter a mild recession in the first half of 2024. Price pressures will abate, giving central banks scope to cut interest rates, but monetary policymakers will remain wary of the risk of policy errors. Fiscal policies will aim to reduce deficits and debt built up over the past decade while continuing to support the energy transition.
