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November 22, 2021

When our institutional clients want to talk with us about return-seeking strategies, the conversation most often turns to private markets. No surprise. An increasing amount of capital formation and access to growth and income opportunities occur in the private markets.

When our institutional clients want to talk with us about return-seeking strategies, the conversation most often turns to private markets. No surprise. An increasing amount of capital formation and access to growth and income opportunities occur in the private markets.

August 18, 2021

The investment industry is now seeing an expansion in data-driven practices, with new ESG and climate datasets emerging and becoming mainstream. We explore what climate risk metrics are and how they are used today.

The investment industry is now seeing an expansion in data-driven practices, with new ESG and climate datasets emerging and becoming mainstream. We explore what climate risk metrics are and how they are used today.

June 30, 2021

The global economic reopening remains on track as Covid-19 vaccination rates climb. While rising inflation has become a concern, the spike in prices looks transitory so far. Ultimately, we still like the pandemic recovery trade that favours equities over bonds, the value factor over the growth factor and non-US stocks over US stocks. 

The global economic reopening remains on track as Covid-19 vaccination rates climb. While rising inflation has become a concern, the spike in prices looks transitory so far. Ultimately, we still like the pandemic recovery trade that favours equities over bonds, the value factor over the growth factor and non-US stocks over US stocks. 

Key market themes

April 28, 2021

Inflation is in the news again. Many prices are rising even before we can physically get out and spend, and governments are pouring vast amounts into the economy.

Inflation is in the news again. Many prices are rising even before we can physically get out and spend, and governments are pouring vast amounts into the economy.

Whichever side of the inflation debate you are on, it makes sense to assess the impact inflation could have on portfolios. Most of today’s investors have never seen meaningful inflation in the whole of their professional careers. So, as we emerge from lockdowns and pent-up demand meets ongoing supply constraints, we consider how different asset classes might fare if inflation does return.

April 22, 2021

Watch the replay of Amundi’s webinar held on 15 April, 2021 in collaboration with Preqin to hear from Preqin and Amundi experts in real estate on this unique, durable and attractive asset class in Europe. 

Watch the replay of Amundi’s webinar held on 15 April, 2021 in collaboration with Preqin to hear from Preqin and Amundi experts in real estate on this unique, durable and attractive asset class in Europe. 

Hear more from senior investment experts on the market trends and drivers in Europe today. Find out more on how ESG is playing an increasingly important role in the asset-class and learn more on Amundi’s approach and expertise in real estate.

April 13, 2021

Covid-19 did not affect all European commercial real estate in the same way—hotels and non-food retail assets were particularly affected, but leasing activity in logistics was very resilient.

Covid-19 did not affect all European commercial real estate in the same way—hotels and non-food retail assets were particularly affected, but leasing activity in logistics was very resilient.

Amundi’s likely, but not certain, central economic scenario is an increase in global GDP in 2021 however, the recovery may be bumpy, with epidemic outbreaks and lockdown measures through the fourth quarter of 2021.

But what are the opportunities and challenges in real estate for 2021? And what are the overall trends for the asset-class?

March 31, 2021

Vaccines and US stimulus have the global economy on track for a strong rebound in the second half of the year. We expect the reopening trade to favour equities over bonds, the value factor over the growth factor and non-US stocks over US stocks.

Vaccines and US stimulus have the global economy on track for a strong rebound in the second half of the year. We expect the reopening trade to favour equities over bonds, the value factor over the growth factor and non-US stocks over US stocks.

Key market themes

February 26, 2021

Family offices have an increasing appetite for investing their venture capital in innovative and disruptive health and green technology over the next five years, a new survey by Lakestar reveals.

Family offices have an increasing appetite for investing their venture capital in innovative and disruptive health and green technology over the next five years, a new survey by Lakestar reveals.

December 10, 2020

We believe that vaccine prospects are likely to make 2021 a year of global economic recovery. While markets have priced in a fair amount of the good news, more gains seem possible as corporate profits rebound and central banks remain on hold.

We believe that vaccine prospects are likely to make 2021 a year of global economic recovery. While markets have priced in a fair amount of the good news, more gains seem possible as corporate profits rebound and central banks remain on hold.

With the world in the early post-recession recovery phase of the business cycle, our medium-term outlook for economies and corporate earnings is positive. We believe that 2021 will feature an extended period of low-inflation, low-interest rate growth that favours equities over bonds.

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