Amundi

📆 [#Webinar] | In the aftermath of last year's global #inflation surge, and the subsequent tightening of monetary policies, the #economicoutlook now looks increasingly fragmented.   In addition, the next few months will be crucial in determining the direction of various #geopolitical hotspots.   🗝️ Which key themes might shape the rest of the year and beyond?   Which opportunities might be available for investors?   Join Amundi’s experts, Vincent Mortier, Group Chief Investment Officer, and Monica Defend, Head of the Amundi Investment Institute & Chief Strategist, as they will discuss our main convictions for the months ahead.   Register now to join the webinar. ⤵︎ https://lnkd.in/e5XUQaHf

🎙️ [#Podcast] | What should we expect for the second half of the year when looking back at what has happened in 2024? In this podcast, Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute discuss why they think the current environment really is “all about confidence”. 👉 To listen to the full podcast: https://lnkd.in/epCz3yrR Here’s a clip from this riveting conversation. ⤵

🌍 [#AmundiWIF] | We were honored to host Professor Ricardo Reis at the Amundi World Investment Forum. His in-depth analysis on positioning investors amidst major #economic shifts was highly enlightening. Professor Reis elaborated on the long terms interest rates, that are rising today and, in the years to come. He emphasized the strategic importance #macroeconomics events on the global #economy: “Today the source of shocks seems to be geopolitical”. It affects capital flows and long-term interest rates, and the industrial policies are affecting configuration of #trades.    Watch the full interview: 

💡 [#BestIdeas] | How might the post-pandemic surge affect the economic outlook? Following the surge, and the subsequent monetary policy responses, the economic outlook looks increasingly fragmented. In our view, this translates to a rare set of opportunities for flexible #fixedincome investors. We are moving towards a new phase when rates will start moving lower, progressively leading to a yield curve normalization. Short-term yields will gradually decline, with longer duration solutions being once again more remunerative. This trend should encourage investors to: 🔹 Reassess their fixed income allocations towards longer duration products 🔹 Benefit from current yield levels Click below to learn more about potential #opportunties for #investors. ⤵︎ #convictions  

📣 [Q2 2024 #Results] Today, we published our results for the second quarter of 2024 and announced a high net inflows and a robust growth in net income with an adjusted net #income of €350m, up +9.4% (Q2/Q2). Dynamic and diversified net #inflows (+€15.5bn) are the main drivers of this strong performance along with: 🔹 Positive momentum in both active (+€8.0bn) and passive management (+€6.0bn) 🔹 High activity level among third-party distributors and employee savings plan Amundi continues its development in line with its strategic priorities: 🔹 Strong growth in #Asia with €451bn in assets under management and +€15.4bn net inflows 🔹 Two external operations signed since the start of the year: Amundi Alpha Associates and our partnership with Victory Capital   Amundi’s assets under management up + 10% year-on-year at €2,156bn. 🔎 To view our full results: ⤵️ https://lnkd.in/etYpXtym

🗽 [#InvestmentTalks] | What are the market implications surrounding President Biden’s exit from the presidential race? With barely three months remaining until the elections, there is a significant level of uncertainty surrounding the potential outcomes. The markets will continue to focus on the current earnings season and on the potential actions of the #Fed, while the implications from the election could become more prominent after the summer when the campaign will enter its hottest phase. Here are some considerations to keep in mind: 🔹 When is the potential nomination of the current Vice President Kamala Harris going to occur? 🔹 What are the chances of #KamalaHarris versus #DonaldTrump? 🔹 What are the market implications of the change to the Democratic nominee? 👉 To learn more: https://lnkd.in/eRQEfhd3

📜 [#Insights] | What are your expectations for the #Fed and European Central Bank policies? Recent weeks have signaled that, in addition to central banks’ policies and #inflation trends, domestic politics and their impact on international relations are important determinants of financial markets and economic direction. In terms of markets, expectations of Federal Reserve Board rate cuts have been changing due to slowing #US inflation and conflicting labour data showing strength in the economy. 👉Learn more about how disinflation, #geopolitics, and economic growth are likely to drive the markets in this month’s Global Investment Views (Institutional Investors) ⤵ https://lnkd.in/dwiEe9Y9

💻 [#AmundiWIF] | We were delighted to host Wey Fook Hou at the Amundi World Investment Forum in Paris. During his compelling interview, he emphasized how "technology operates without borders," highlighting the necessity to transform raw #data into actionable insights. Wey Fook Hou advocated for a holistic portfolio approach, stressing that we should not simply nudge investors to buy assets because there are opportunities, but rather adopt a comprehensive portfolio construction process. He underlined that #technology serves as an enabler, facilitating better #investment decisions. 🔗 Watch the interview clip below ⤵︎.

🌱[#ImpactReport] | Would you like to give meaning to your investments and measure their impact with concrete metrics?   We are currently facing a shift of #investmentparadigm and for Amundi, measurability is the key to impact investing, alongside clear impact objectives and continuous dialogue with issuers.   This means that we must: 🔹 Take into account social and #environmentalimpact; meaning a major transformation of our practices, with an inevitable change in mindsets. 🔹 Provide transparent and concrete information on the use of your investments with annual impact reports. 🔹 Help you better understand the different approaches in tackling environmental and social challenges.   👉 Discover our range of #impactinvesting offerings: ⤵︎ https://lnkd.in/eEKdcnNr