All Commentary articles – Page 55
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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.
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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
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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.
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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.
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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.
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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.
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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.
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White papersAsset Class Outlook for 2024
What do you think will be the best performing asset class over the coming year?
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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.”
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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.
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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.
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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.
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White papers2024 Investment Outlook
Cross Asset Investment Strategy Special Edition: Steering through turning tides
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White papersThe opportunities and challenges of international trade in agriculture
An imbalance between limited natural resources and the growing appetite for farm products makes agricultural trade critical to meeting global food demand, bringing with it further opportunities for agricultural producers, agribusinesses, and investors.
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White papersInvestment Outlook 2024: Infrastructure Equity
In our Schroders Capital Investment Outlook webinar series, our experts leveraged their extensive experience to guide you through investing across all asset classes of private markets. Hear our Infrastructure experts’ insights.
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White papersInvestment Outlook 2024: Real Estate
In our Schroders Capital Investment Outlook webinar series, our experts guide you through investing across all asset classes of private markets. Hear our Real Estate experts’ insights.
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White papersIlliquidity premia in real assets: Q3 2023
Our real assets research team crunch the data to see how evolving macro conditions are reflected in private market returns.
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White papersThe Return of Industrial Policy
As governments play a bigger role in the economy, we think businesses and investors will need to think more about inflation, location and taxation.
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PodcastThe Liquidity Squeeze in Secondaries
As we continue to navigate the challenged market environment, investors have been exploring what their options are for liquidity in their portfolios. Secondary Private Equity investors in particular have a lot to grapple with: from the undercapitalization of the secondary market to the shifting goals of buyers and sellers in the space. However, could the undercapitalization in the secondary market be a boon to investors, opening up unique opportunities for liquidity providers? Or is all hope lost?
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White papersClimate-Related Stress-Testing and Net-Zero Valuation
This paper proposes a methodology for quantifying the climate-related transition impacts on energy-intensive companies. In this study, we use a publicly available dataset created by the Bank of Canada that combines the scenarios developed by the MIT Economic Projection and Policy Analysis (EPPA) model with the results from two macroeconomic models (ToTEM and BoC-GEM-Fin) to illustrate price and production patterns for 10 emission-intensive sectors across 8 aggregated regions.
