- White papers
Geopolitical risk will grow: here is how we track it
In order to better understand geopolitical trends, Amundi has developed the Geopolitical Sentiment Tracker (GST). The tool aims to inform the investment process: it includes a variety of datapoints allowing investors and researchers to better understand and be alerted to rising risks. It also allows our teams to identify opportunities.
- White papers
The Pitfalls of Investing In Factor Indices
Factor indices are a far cry from “passive” investing and may be ill-designed to deliver optimal risk-adjusted returns.
- White papers
An Ocean of Difference
‘Copy and paste’ your U.S. inflation outlook onto Europe and you may miss the opportunity in core European bonds.
- Podcast
Making Dollars and Sense: The Critical Role of Financial Literacy
As April marks Financial Literacy month, we recognize that budding investors are facing a backdrop of economic uncertainties and the ever-growing complexities of financial markets.
- White papers
Higher Yields Burnish IG Credit’s Luster
Spreads continue to grind tighter—but current elevated yields, combined with the potential for attractive total returns, continue to draw investors into IG credit.
- White papers
EM Debt: Reasons for Optimism, But Risks Remain
The upbeat note on which EM debt entered the year continues to prevail. While tailwinds exist, there is also a myriad of potential risks to navigate in the coming months.
- White papers
High Yield: What the Market May Be Missing
A closer look at the dynamics shaping today’s high yield bond and loan markets reveals the potential for continued strong performance ahead.
- Save articleNews
UK defined benefit schemes overspend £300m each year, report finds
Spence & Partners has calculated that removing inefficiencies could save an average 1,000-member scheme £105,000 per year in running costs
- Save articleNews
Shell investors urge peers over climate resolution
Votes cast will ‘resonate across the fossil fuel industry’, say major Shell investors in a briefing for their peers
- Save articleNews
ASIP’s director points finger at ‘double game’ played by unions in pensions reform
Lukas Müller-Brunner says poverty in old age has fallen dramatically largely thanks to occupational pension provisions
- Save articleNews
People moves: Former NEST chief joins Standard Life Master Trust board
Plus: Royal London restructures global equity team
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Germany’s BVK redefines macro allocations in new investment strategy
As part of its its strategic asset allocation, the fund plans to invest in timber looking at ‘evergreen structures’
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UK equity disclosure enforcement could contradict Value for Money framework
SPP questions whether pension funds should invest in British businesses when knowing that such investment may produce worse returns than investing overseas
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CBI, CSSF finalise yield buffer rules for sterling LDI funds
Measures complement guidance issued by UK regulators in wake of UK LDI crisis
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German finance ministry ups maximum interest rate
The rate, used to calculate the amount of reserve funds for pension payouts, is increasing to 1% from the current 0.25%, from 2025 – the first increase in 30 years
- Save articleOpinion Pieces
Enrico Letta’s European 401(k) policy is ambitious but necessary
Enrico Letta’s long-awaited review of the EU single market (Much More than a Market), reached inboxes last month. Among a sweeping range of measures, Letta advocates an ambitious system, akin to the 401(k) in the US, with an EU-wide auto-enrolment long-term savings policy as part of a proposed Savings and Investment Union.
- Save articleOpinion Pieces
Bond markets look set to become the new stewardship powerbroking arena
Investors in bond markets are starting to assume a more powerful position than equity investors to influence companies and countries. Innovation is sweeping through bond markets with the introduction of specific ‘use of proceeds’ bonds and sustainability-linked bonds.
- Save articleOpinion Pieces
Defence is the new ESG question
Earlier this year, the European Commission launched its ambitious European Defence Industrial Strategy (EDIS). The main goals of the strategy are reducing fragmentation within the €70bn European defence industry and lowering weapons imports, thus increasing the EU’s military readiness. The success of the strategy would also contribute to economic growth.
- Save articleOpinion Pieces
Time is running out for Germany's planned pension reforms
The German government is in the final stretches of an ambitious but tortuous journey to reform the three pillars of the pension system.
- Save articleAnalysis
Small island states turn to institutional investors to protect oceans
Small island developing states may have a total population of only around 65 million, but through their exclusive economic zones they control about 30% of oceans and seas, according to the International Institute for Sustainable Development (IISD).