All Global articles
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White papersThe Recent Performance of ESG Investing, the Covid-19 Catalyst and the Biden Effect
Acting as a responsible financial institution is a founding pillar of Amundi’s corporate strategy. This is demonstrated not only through our pledge to make ESG investing standard throughout our whole product range, but also through our commitment to ESG research in order to fully understand the responsible investment landscape.
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White papers
A Bird’s Eye View of Real Estate Markets - Estimating the Size of Real Estate Markets Around the World
The investment case for holding a portfolio of international real estate remains compelling. The diversification benefits alone make the case as countries grow and evolve in different ways and at different rates. Even in the presence of global shocks such as the COVID-19 pandemic, countries are impacted differently and recover differently.
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White papers
The wheels of a Circular Economy go round and round - N°1 The time of Circular Economy has come
At Amundi, we consider that the Circular Economy is a change of economic model that allows to produce sustainable consumer goods, while protecting nature - by giving it time to regenerate - and ensuring the well-being of individuals.
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White papers
Global gold-backed ETF holdings and flows
Gold-backed ETFs and similar products account for a significant part of the gold market, with institutional and individual investors using them to implement many of their investment strategies. Flows in ETFs often highlight short-term and long-term opinions and desires to holding gold.
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Research Report
The social and economic contribution of gold mining
This report provides quantitative insights into how large-scale mining (LSM), and specifically mines operated by World Gold Council (WGC) member companies, contributes to economic advancement and improves livelihoods at a global, national and local community level. The report aims to inform and deepen the on-going discussion of the overall benefits of gold mining on host communities and countries, and to consider how those benefits can most effectively be supported and sustained.
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White papers
Blog | Russell 1000 dodges the worst of the Omicron meltdown
The discovery of a new Covid-19 variant in late-November ratcheted up already high anxieties about renewed lockdowns across Europe, worsening inflation and central-bank tightening, triggering a panic sell off that left few of the world’s equity markets and stock sectors unscathed.
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White papers
Geopolitics of the vaccine: variance risks
Covid-19 vaccines have been rolled out for a year now. Despite official commitments to provide access to effective jabs to all countries, production constraints and national priorities have resulted in uneven distribution, with some countries close to 100% vaccination rates while others are still below 5%.
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White papers
Global Market Outlook: Continuing the Climb
While the world maintains its focus on the battle against Covid-19, there are reasons for optimism in the months ahead. But as we continue the climb past peak growth and peak policy accommodation, many risks to the outlook remain.
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White papers
Why effective carbon pricing can be pivotal in accelerating the net-zero transition
Carbon pricing is a critical policy tool to promote decarbonisation and achieve CO2 emission reductions in line with the goals of the Paris Agreement on climate change.
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White papers
Human rights, corporate wrongs & investment impacts
Respect of human rights can help drive the long-term sustainability and success of any corporation. For certain strategies that target sustainable outcomes, we seek to invest in companies whose output is beneficial to society and achieved sustainably, respecting the rights of all stakeholders.
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White papers
ESG, Climate Metrics and Value Investing
Value indices could present a significant negative bias with regard to ESG and carbon securities relative to their Growth counterparts. Energy and Utilities that rank poorly with respect to carbon emissions tend to be overweight in such indices and Information Technology, Consumer Discretionary and Communication Services that rank highly from an ESG perspective tend to be underweight.
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White papers
Real Estate Convictions - November 2021
In a world dominated by uncertainty, the recovery in the global economy continues. With the on-going vaccination of the general population and booster campaigns remaining a strategic priority, to avoid the introduction of new health restrictions that would deteriorate growth in late 2021 and early 2022, the deterioration of short-term prospects has come from China.
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Research Report
Real Estate Outlook – Edition 4: Inflation winds blowing
The economy slowed in the third quarter while inflation is proving higher and more persistent than originally expected.
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Video
Macro Perspectives
In this short video, Erik Knutzen, Chief Investment Officer of our Multi-Asset Class Platform discusses some of the macroeconomic themes we’ve identified and outlines the impact of these on our asset class views.
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White papers
Asset Allocation Insights: From fixed weights to all-weather
In this research paper, our experts examine the use of a popular investment style to adapt a fixed weight portfolio to be less cyclical in nature.
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White papers
COP26: A Meaningful Step Forward in Combatting the Climate Crisis?
Now that the COP26 event has finished, Martin Currie looks at what was achieved, what needs to happen next and the implications for investors.
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White papers
Real assets and net zero: Ambition vs action
How are investors’ commitments to net zero changing? What are the key advancements in ESG? And how is long-term appetite for real assets evolving?
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Research Report
Impact Report, Q3 2021
It is increasingly understood that absolute levels of poverty are far from the only issue affecting the world’s poor.
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White papers
Global Investment Views - December 2021
Halloween ‘ghosts’ of Fed tapering, the Evergrande crisis, and the earnings season did not scare the markets. The Fed telegraphed its message well: while keeping the option to adjust tapering depending on the state of the economy, it reiterated the “transitory” inflation narrative.
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White papers
Novo Nordisk Throws Its Weight Behind Patients With Obesity And Diabetes
The world’s obesity and sugar-high problems have healthcare budgets bursting at the seams.
