Amundi

🎙️ [#Podcast] | What are effective tools for promoting corporate accountability? In the first episode of our engaging five-part series on Shareholder Stewardship, Caroline Le Meaux, Global Head of ESG Research, Engagement, and Voting, and Andriy Boychuk, Head of EM Research, delve into the crucial role of shareholder stewardship in advancing corporate sustainability and promoting corporate accountability. By sharing best practices from real-world case studies and interactions with issuers, they are able to review the outcomes of Amundi’s 2023 engagement and voting season. 👉 To listen to the full podcast: https://lnkd.in/epCz3yrR Here’s a clip from this insightful conversation. ⤵︎

🗞 [#Press] | In a recent interview with Fund Selector Asia, Head of Global Macro Economics at Amundi Investment Institute, Mahmood Pradhan, discussed the implications of the Trump administration's policies on global trade and growth. He cautioned that an escalation in tariffs could have significant repercussions, not only for China but also for other countries, which he referred to as "innocent bystanders." Mahmood emphasized that while some nations might be more vulnerable due to their economic ties with the US, others, like China, have the capacity to implement domestic measures to mitigate the impact. As we navigate these complex dynamics, understanding the potential risks is crucial for investors. 👉Read the full article here ⤵ https://lnkd.in/gskm9p2i

🗞️ [#Outlook] | We see several bright spots in our investment outlook for 2025.   Monetary policymakers have so far done a good job of curbing high #inflation without slamming the brakes on growth and while the #USeconomy may expand more slowly in the coming 12 months, our experts do not expect a recession.   Monica Defend, Head of Amundi Investment Institute, discusses opportunities across asset classes, as well as risks that investors will need to navigate in the year ahead 🔑 To learn more about Amundi’s key convictions and investment themes for 2025, visit: ⤵︎ https://lnkd.in/enyBfuge

🌍 [#COP29] As global leaders gather for major COP conferences this year, including COP16 on #biodiversity, COP29 on #climatechange, and COP16 on desertification, one thing is clear: interconnected environmental challenges demand unified action.   🚨 However, the gap between ambition and action remains vast, highlighted by the disappointing negotiations around the new collective quantified goal (NCQG).   From a bigger perspective, these negative signals are indeed balanced by the growing corporate momentum of the climate-biodiversity nexus, highlighting a growing demand for innovative private-sector financing solutions driving transformative change.   As political shifts may test global commitments, it is vital for market players to remain steadfast in advancing sustainability goals; and encourage more action in view of COP30 where countries should bring the world closer to the goal of staying below 2°C.   👉 Explore our latest paper to uncover actionable insights from COP discussions, and learn how #sustainablefinance can lead the charge in mitigating these interrelated crises: https://lnkd.in/ezsqeKEY

⚡ [#India] | India's startup ecosystem is thriving, with significant growth projected in the coming years. From a remarkable rise in the Global Innovation Index¹ to an abundant skilled workforce and proactive government initiatives, explore the key factors fueling this dynamic landscape.   What are the driving forces behind India's booming startup ecosystem and its promising future?   ¹ Annual ranking of countries by their innovation capabilities and outcomes published by the World Intellectual Property Organization

❓[#QuestionOfTheDay] | The global economy is undergoing significant changes due to geopolitics and national policy choices, leading to a more fragmented world. Despite recent challenges, monetary policymakers have managed to control high inflation without hindering growth, resulting in a positive economic outlook. As global price pressures ease, #centralbanks are expected to continue lowering interest rates, though inflation risks persist, particularly in the US. 👉Discover how new forces are reshaping the global economy and what it means for your investments. ⤵︎  https://lnkd.in/et6PS6_J

🌪️ [#Insights] | How do global #equitymarkets price the physical climate risk associated with tropical cyclones? During periods of increased cyclone activity, investor concerns may reduce demand for stocks that are more exposed to this risk, causing their prices to fall. 👉 Read more to learn how firms’ exposure to physical climate risk is assessed and how realized return may be affected by these risks.⤵︎ https://lnkd.in/ex5EWVNf

🗞️[#Outlook] What is the macroeconomic and market outlook for 2025?  There are anomalies that might be reversed but also bright spots.   The global economic outlook for 2025 still looks favourable for risk assets, but policy and geopolitical challenges are entrenched. Anomalies such as market concentration and excessive debt require greater and more nuanced portfolio diversification and dynamic allocation adjustments.   Diversification across multiple fronts is essential given the potential for policy shifts. Current anomalies call for frequent reassessment and dynamic adjustments, with a focus on risk assets in H1. Identifying the best opportunities will require drilling into sectors that will benefit from transformative long-term themes. These include demographic trends, geopolitical and manufacturing shifts, as well as the effects of climate change, technological innovation, and the cost of energy transition.   Investment implications are: 🔹 Income gains traction. 🔹 Equity: potential for a broadening of the rally beyond the US mega caps and stretched valuations, we favour a globally diversified approach 🔹 #EmergingMarkets may outperform Developed Markets. In emerging Asia, India and Indonesia offer the best long-term picks and are more insulated from tariffs. 🔹 Challenges warrant nuanced diversification on multiple fronts.   🔑 To learn more about Amundi’s key convictions and investment themes for 2025, visit: ⤵︎ https://lnkd.in/enyBfuge

[#Interview] Allocation d'actifs, quelle stratégie ? Valentine Ainouz, Responsable de la stratégie Taux - Amundi Investment Institute et Benoit Sorel Responsable de la ligne métier ETF, Indiciel et Smart Beta - Amundi, ont partagé leur expertise dans l'émission "C'est Votre Argent" sur BFM Business avec Marc FIORENTINO   Parmi les sujets abordés : 🔹 Comment choisir les placements de taux ? 🔹 Pourquoi investir dans les ETF ?   Regarder la vidéo ici : https://lnkd.in/epfhwZsb

💡 [#Convictions] Following a series of aggressive rate hikes throughout the past couple of years, all eyes are on #CentralBanks. The focus is on the timing and magnitude of their monetary policy decisions, with the European Central Bank (#ECB) leading the way and beginning its pivot by cutting rates by 25bps in each of June, September, and October, bringing rates down to 3.25%, the lowest since May 2023. The #Fed cut interest rates by 50bps in September 2024, marking the first reduction since March 2020. Continuing its efforts to stimulate the economy, the Federal Reserve Board announced another rate cut in November, this time by 25bps, bringing the rate down to 4.75%. In our view, this easing scenario should drive investors to reassess their #FixedIncome allocations. 👉To explore opportunities in fixed income as central banks take action, watch this video and visit our website: ⤵︎ https://lnkd.in/gxBMzJr5