All Global articles – Page 52
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White papers10 trends driving the global data center market
AI is driving enormous increases in demand—and massive densification.
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White papersAn introduction to real estate debt
Over the last several years, we have seen an increase in the number of institutional investors around the world interested in adding real estate debt to their portfolios.1 In some instances, this is to replace an allocation to traditional fixed income, while in others it is both an enhancement and a way to further diversify their current level of real estate holdings.
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White papersDigital infrastructure — the next chapter
Gaining technology-agnostic exposure to technology megatrends
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PodcastThe Investment Podcast: The return of equity income
Post-Global Financial Crisis, income investing in equities found itself in the wilderness. The only way to outperform between 2010 and 2020 was to be at the growth-end of the spectrum. But that all changed abruptly in 2022 with spiralling inflation and rising interest rates. Listen for more.
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White papersMacroeconomic and financial market forecasts - May 2024
Monthly Cross Asset - Macroeconomic and financial market forecasts
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PodcastOuterblue Convictions – Global Investment Views: Bright spots in a trickier phase?
The uncertainties faced by financial markets over the recent months have been making forecaster’s lives difficult. The two big questions over growth and inflation continue to preoccupy. Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, discuss what’s been catching their attention over the past month and how these factors are influencing projections.
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White papersSchroders Capital Global Real Estate Lens April 2024: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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White papersGlobal Investment Views - May 2024
Recent inflation and growth data from the US indicates continued strength in the economy, leading us and various institutions including the IMF to revise up US growth. We see the current strong momentum to continue into Q2 but expect a deceleration in H2, without negative growth in any quarter.
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White papersHedge Fund Outlook H2 2024
Hedge Funds (HF) are up 4.2% year-to-date as of March 2024, which compares well with diversified global allocations, including 40/60 Equity/Bond portfolios which are up around +2.2% and have higher volatility. HF performance year-to-date was led by CTAs, EM focused and L/S Equity both Directional and Neutral. Overall, the HF industry continued to produce very strong alpha, up an estimated 6%+ y/y.
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White papersIs carbon capture the climate fix we need?
To date, carbon capture, utilisation and storage (CCUS) has been long on promises and short on delivery. But hard-to-abate industries are likely to rely on the technology to get to net-zero emissions. Michael Yamoah and Shoa Hirosato examine the implications for companies and investors.
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White papersYour Questions Answered: Global Emerging Markets
In the latest in our ‘Your Questions Answered’ series, Chris Clube, Co-Portfolio Manager on the GEMs strategy, discusses the team’s definition of a ‘quality’ company, their view on investing in Chinese equities and whether the India growth story is overhyped.
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White papersShort duration credit: ride the wave
The Euro Kurzlaufer Strategy’s global short duration approach allows it to respond and maximise overall returns based on the relative value of assets, whatever the direction of yields.
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White papersSDG Engagement Equity Q1 2024 case study
Our Q1 case study looks at Chicago-headquartered bank Wintrust Financial and its efforts to support the credit needs of low- and moderate-income neighbourhoods in the Chicago area; in so doing helping to reduce the number of ‘unbanked’ households in the US.
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White papersGeopolitical risk will grow: here is how we track it
In order to better understand geopolitical trends, Amundi has developed the Geopolitical Sentiment Tracker (GST). The tool aims to inform the investment process: it includes a variety of datapoints allowing investors and researchers to better understand and be alerted to rising risks. It also allows our teams to identify opportunities.
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VideoGlobal REITs Update – Q1 2024
In this latest quarterly video update, Portfolio Manager, Marco Colantonio outlines key developments in the Global REIT sector during the first quarter of 2024.
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PodcastWhat’s Up in the Air?
As you may have seen in the headlines, the airline sector has seen quite their fair share of volatility recently. Since the start of COVID shutting down air travel to then returning back to pre-pandemic levels and then exceeding those levels, the airline sector has been receiving its own fair share of market turbulence.
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People NewsGenerali Real Estate strengthens its presence on global markets with strategic appointments
As part of the reorganization of Generali Real Estate S.p.A., led by CEO Aldo Mazzocco, Alberto Agazzi has been promoted to a new role focused on developing the company’s growth in global markets (United Kingdom, USA and Asia/Pacific).
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White papersGlobal real estate market outlook Q2 2024
The UK, US, and parts of Europe, are expected to lead the recovery.
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White papersInfrastructure redefined - From railways to renewables
Infrastructure, as a sector, has evolved drastically in response to major drivers like the climate crisis and demographic change. Here, we explore the most influential structural trends shaping future-forward opportunities across the asset class.
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White papersWhy discipline matters in rapidly changing markets
Dynamically evolving bond markets not only offer a wide range of ways to add value, but constant learning opportunities too, according to Richard Woolnough, Fund Manager in M&G’s Public Fixed Income team.
