All Global articles
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White papersGlobal Fixed Income Macroeconomic And Sector Views: Q1 2021
Commentary from Franklin Templeton Fixed Income.
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White papers
2021 global outlook reassessed
As the Q420 is now closed, we confirm the “financial recovery regime” as our central scenario for 2021 with a higher conviction than in Q320. We expect better corporate fundamentals at a global level going forward. The rebound of EPS growth will eventually validate current asset price levels in the context of low interest rates. This explains our cautious optimism for the coming quarters.
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White papers
Credit Investing Roadmap for 2021
If, like a modern-day Rip Van Winkle, you had magically slept through 2020 and then looked at the year-to-date credit returns, you might have thought: “Quite a boring year, then”. Dramatic selloffs have been largely retraced by equally dramatic rallies, leaving valuations close to where they started. So, after the rollercoaster ride, what has changed, and where are we in the credit cycle?
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White papers
Missed opportunities in the current ESG landscape
A differentiated opportunity set emerges in the effort to reduce carbon emissions
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White papers
Global Innovations Driving Zero-Carbon Cement
Company-level metrics provide only half the picture of zero-carbon cement. Our Emerging Market Equity and ESG teams’ on-the-ground analysis provides the other half.
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White papers
The New Normal: ESG Investing in 2021
In a year dominated by the COVID-19 pandemic, there has been a renewed focus from governments and companies on the need to address climate change and other sustainability challenges. For their part, many investors are integrating ESG and climate considerations across their portfolios in response to changing attitudes and regulations. Where will all this take us?
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White papers
Blog | Four notable features of equity performance in 2020
Global equity markets rode the COVID-19 shockwaves from panic to a record-breaking finale in 2020, capping a year of economic trauma and dramatic reversals in risk sentiment and market leadership.
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White papers
How sustainability works in private asset investment
We explain why private assets can align with responsible investment just as well as listed assets.
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White papers
Blog | Will value resurgence drive a Santa Claus rally? Insights from global index provider FTSE Russell
US equity markets have continued their Q4 surge, with market watchers hoping for a traditional Santa Claus rally as we approach the end of a tumultuous year. Although, one untraditional factor, value stocks, has played a more influential role in the recent market rise.
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White papers
Imagine – Super-forecasting for those who don’t know
There is always a lot of interest in predicting the future, especially at this time of year when experts telling us what to expect over the next 12 months inundate us. In general, the quality and results of predictions are unimpressive. 2020 has been a case in point.
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White papers
Scoring Against ESG? Avoiding the Pitfalls of ESG Scores in Portfolio Construction
This paper highlights the danger of using average overall scores at the portfolio level, whether for investment or reporting decisions.
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White papers
Biden time: ESG implications for emerging markets and our portfolio in a post-Trump world
Last month, Joe Biden was hailed the winner of the tightly contested US presidential election. Here we examine the ESG implications of his victory for emerging markets and how it will impact our Global Emerging Markets portfolio.
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White papers
Senior infrastructure debts fixed income: which poses fewer challenges for investors?
Senior infrastructure debt is shielded from many of the challenges that face traditional fixed income in a zero-rate world. We explain why.
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White papers
Have a look at our book - 2020 Edition
The book you have in your hands is the 2020 edition of Amundi Research papers. This book represents a selection of the working papers and discussion papers which seem the most representative of our work for the past 12 months. Some of the papers have already been published in academic reviews, others are scheduled to be published, others have been the subject of presentations at international conferences, others are the result of collaborations with academic institutions developed in through chairs.
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White papers
Legacy of the lockdowns – 2021 outlook
Three quarters of the year with many economies in one form of lockdown or another has left investors with many questions. How will the recovery proceed? How can the world tackle the social and economic problems laid bare by the crisis as well as entrenched issues such as climate change? In sum, what will be the legacy of the pandemic?
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White papers
Macro Outlook Webcast: Looking to 2021 and Beyond, December 2020
Join Eoin Murray, Head of Investment, and Neil Williams, Senior Economic Adviser, for a lively discussion as they look to 2021 and beyond.
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White papers
Impact Report, Q4 2020
It is estimated that damage to our ecosystems and the associated loss of biodiversity could cost the global economy $10tn by 2050. For many, the coronavirus has acted as a wake-up call: we cannot continue our current relationship with nature. Now more than ever, investors must take action to consider the impact of their investments.
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White papers
What is the Future of Green Building?
Buildings represent around 40% of both global energy use and greenhouse gas emissions (GHG).1 While other sectors, such as transport and power generation, have a clear roadmap to decarbonisation, the route to reducing the energy and emissions footprint of buildings remains less clear.
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White papers
Reading fortunes: can venture capital give us a glimpse of the future of work?
Venture capital investors sit at the forefront of innovation and creative disruption, giving real insight into how our working lives will evolve after Covid-19 and beyond.
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White papers
2021 Global Market Outlook: Managing to the Other Side
New coronavirus vaccines offer a potential lift for economies in 2021 and could shift spending from firms that gained during the pandemic to cyclical names damaged by it.
