Outlooks
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White papers
Can high emitters be net-zero leaders?
At LOIM, our way of deploying capital in the transition to a more sustainable economy differs from many low-carbon strategies. We do not only target businesses that already emit relatively low levels of carbon. Instead, we also seek out firms in economically important but emissions-intensive sectors – like steel and cement – that have ambitious and credible plans to decarbonise and whose progress might be underappreciated by the market.
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White papers
Convertible bonds: cutting emissions and promoting efficiency
Why does the investment approach to reach net-zero emissions matter? At LOIM, we believe that the energy transition can provide growth potential for investors who are also seeking to achieve real and tangible emission reductions. Our approach invests across all sectors but focuses on companies with credible and ambitious decarbonisation targets. We explore how our TargetNetZero strategy identifies such companies in convertible bonds.
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White papers
Pension Funds Letter 19 - The twists and turns of responsible investing across the pension landscape
The twists and turns of responsible investing across the pension landscape
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White papers
Recent economic data confirms our outlook
”With softer economic growth ahead and the Fed expected to cut rates in 2024, this supports our positive stance on developed and emerging market bonds.”
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White papers
The AI evolution: Where are we heading?
Artificial Intelligence (AI) has dominated headlines this year and sparked a rally in technology stocks. Jeffrey Lin and Thomas Lee, Fund Managers, Global Artificial Intelligence (Thematic Technology), believe that generative AI represents a significant technological advancement, with potential benefits extending across a broad range of industries. So how is this disruptive technology translating into exciting new investment opportunities?
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White papers
Managing 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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Tune 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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Rethinking 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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2024 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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Asset Class Outlook for 2024
What do you think will be the best performing asset class over the coming year?
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White papers
Emerging 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 papers
Hot 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 papers
With 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 papers
2024 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 papers
2024 Investment Outlook
Cross Asset Investment Strategy Special Edition: Steering through turning tides
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What does bank retrenchment mean for private credit investors?
Is bank retrenchment a myth? The GFC led to the introduction of Basel III, a set of financial reforms aiming to improve banks’ abilities to absorb shocks and increase their resilience against potential future crises.
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White papers
The 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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White papers
Climate-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.
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White papers
Balancing uncertainty and optimism
The economic data in 2023 was better than expected: inflation fell, employment remained resilient and we didn’t end up in recession – in fact growth was impressively resilient.
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White papers
Asset Class Returns Forecasts - Q4 2023
Recent geopolitical events and macroeconomic progresses are rising uncertainty on the global outlook and led to some adjustments on the short-term trajectory within our simulation horizon.