White papers - all assets – Page 214
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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
COVID-19: The beginning of the end
The world has watched with despair as Covid-19 continues to spread, but 2020 is ending with a burst of hope that 2021 will mark the beginning of the end of a global battle against the pandemic.
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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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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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Signals, trends, and the outlook for public REITs
It is no secret that COVID-19 has had a particularly adverse impact on global real estate markets. While a narrow portion of global equities have benefited from the pandemic environment, such as technology and communication services stocks, global REITs have lagged along with other more cyclical areas of the equity markets. Year to date, the FTSE EPRA/NAREIT Developed Index has fallen 11.59%, compared to a 9.31% increase for the broader MSCI World Index.
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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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CIO EMEA Outlook 2021: Knowns And Unknowns After A Tumultuous Year
At the beginning of the year we were threatened with excitement, be that trade wars or ongoing political upheaval in the Europe and the US. None of us were prepared for a global pandemic.
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China Credits: Default Outlook From an Onshore Perspective
Changing government policy could impact default levels in 2021.
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Don’t Be A Turkey
Like the festive bird in December, investors may want to ask how much better things can get
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White papers
COVID recovery, net zero and policy: The outlook for UK infrastructure in 2021
Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of activity in 2021.
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Private Markets: A Strong Value Proposition That May Emerge Reinforced After The Crisis
The Covid-19 crisis has caused significant disruption in private markets, but investor appetite for real assets stays unabated. Fundraising will be supported by abundant liquidity. Selectivity and diversification will be key and only the best quality assets should be considered.
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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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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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Climate Alignment Principles: How to invest in line with a +1.5 ̊C goal
As efforts to deliver on the Paris Agreement galvanise, investors are beginning to switch from simple commitments to tangible actions. We are increasingly asked by clients: “How can we invest in line with the 1.5°C goal?”
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White papers
The Day After #13 - How Will Central Banks Impact The Equity Markets In The Post-Covid World?
Interest rates are at an all-time low, and even if inflation eventually picks up, it could take some time. Central banks, the first pillar of the investment cycle, are adjusting and are resolutely accompanying governments in this final battle against deflationary threats, at the risk of losing some of their independence.
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Generali Global Infrastructure at IPE Conference and Award 2020
Supporting the recovery through resilient and positive impact infrastructure investments
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Laggards, electric vehicles and energy storage: The outlook for the climate transition in 2021
Jaime Ramos Martin, portfolio manager of Aviva Investors’ climate transition strategy, and Rick Stathers, Aviva Investors’ climate lead, look at three themes that will shape the outlook in 2021.
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White papers
European Green Deal: A game changer?
The European Green Deal (EGD) is the EU Commission’s new growth strategy. It tries to turn the climate and environmental challenges, that the Commission sees as “this generation’s defining task”, into an opportunity to modernise the economy. It thereby embeds a large investment program that some compare to the US New Deal (1933) or the Marshall plan (1947).
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ECB QE Monitor - December 2020
The main pillars of the new package are the PEPP and TLTRO. The new package strongly focused on extending the duration more than the intensity of the monetary accommodation.
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White papers
Sustainability-Linked Bonds: Nascent Opportunities For ESG Investing
Since the creation of green bonds, many new labels have emerged, including social bonds, sustainability bonds, and recently transition bonds, not to mention water, blue or adaptation bonds. Despite the standardisation efforts led by the International Capital Markets Association (ICMA), creativity in self-labelling has increased the number of labels. Whereas the type of activities financed by these various bond labels differ, they are all anchored to the same initial concept and to a pledge by issuers that the proceeds will be dedicated to a predetermined list of eligible projects. These are ‘use-of-proceeds’ bonds.