All Investors articles – Page 8
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White papers
Broadening the Path to Low-Carbon Investing
A Diversified Approach to Climate-Focused Equities
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White papers
Why Asia Matters
CIO designate Sean Taylor gives his take on what Asia has to offer global and emerging markets investors, from growth, to diversification, to innovation.
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White papers
Investors patience rewarded
“Despite the new highs, opportunities remain in European large caps with strong profitability, while small caps may benefit later on.”
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White papers
A year to savour the certainty of coupons (over the guesswork of earnings)
2023 was a year plagued by geopolitical uncertainty and stubborn inflation, fuelling a series of rate hikes and rate market volatility. Markets witnessed a dramatic pivot in Q4, however, which renewed optimism and repaired lacklustre total returns for fixed income. This year, investors are yearning for more certainty.
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White papers
Institutional investors’ approaches to responsible investing
In this paper, we aim to understand institutional investors’ approach to responsible investing, which has become an important consideration in many investors’ portfolio management decisions. We conduct in-depth qualitative interviews with more than twenty institutional investors – mostly consisting of pension plans and central banks –, and complement our insights with relevant findings from academic literature.
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White papers
European Bonds: Will Cash Stay King as Rates Reverse?
Investors who stay too long in cash may find they’ve missed out.
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White papers
Access for All
“The democratisation of private equity is about broadening access to the asset class, both in terms of who can invest and the ways in which they do so.”
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White papers
Can the banks deliver for investors in 2024?
Today, with the exception of the US regional banks, fundamentals across the banking sector are the strongest they have been in decades.
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White papers
Angling for Growth Potential and Income? US Markets Offer Multi-Asset Investors Both
The US can be an expansive single source of long-term growth potential and income.
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White papers
Multi-Asset Outlook 2024: Embracing the “Less Exceptional”
After pandemic-era extremes, growth and inflation should approach historical averages in 2024. Here’s how multi-asset investors can respond.
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White papers
Voluntary Carbon Markets: Is the nuance lost in the noise?
The integrity of some of the world’s Voluntary Carbon Market (VCM) schemes is a hot-button issue. However, we believe it’s important to understand some of the differences in standards around the world – as well as the progress being made towards tightening them.
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White papers
Geopolitics in an election-heavy year
”We are witnessing a global realignment towards a multi-polar world, and geopolitics will be a crucial factor to watch for investors in 2024.”
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Webinar
Navigating Emerging Markets Through the Ballot Boxes
Join us on Thursday 1 February, as Yerlan Syzdykov, Global Head of Emerging Markets and Anna Rosenberg, Head of Geopolitics for Amundi Investment Institute, assess how geopolitical shifts could impact emerging markets, dive into market trends and explore the investment opportunities that are shaping the asset class.
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White papers
2024 alternative credit insights: Taking center stage
Investors were reminded of the growing importance of alternative credit in portfolios during the interest rate run-up — and accompanying market volatility — that began in early 2022.
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White papers
DPP wins Taiwan elections: key take-aways for investors
The DPP aims to maintain the status quo in cross-strait relations but firmly opposes the 1992 Consensus and the ‘One China’ policy, including Beijing’s proposed ‘one country, two systems’ model for reunification.
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Podcast
What Tailor-Made Investing Looks Like
With a new calendar year ahead of us, many of us are taking the time to evaluate our investments against the current macro backdrop and seek to set ourselves up for long-term success.
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Video
The Weather Is Changing for Climate-Focused Investors
As equity investors hunt for opportunities, why should they consider climate-focused investing?
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White papers
Equity Outlook: Three Questions for Investors in 2024
It’s hard to chart a course through equity markets in times of uncertainty. Here are our thoughts on some of the big questions on investors’ minds today.
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White papers
Reflections on COP28: Opportunities amid Challenges
Investors are warming to opportunities stemming from climate change, and other takeaways from COP28.