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China policy: short-term lift or long-term change?

China’s recent policy easing measures, including rate cuts and relaxed housing restrictions, have sparked a notable shift in market sentiment and the outlook for Chinese assets, as highlighted in a

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01 Oct 2024

The Artificial Intelligence revolution

The Amundi Investment Institute has released a white paper that explores the impact of Artificial Intelligence (AI) on various investment sectors and the winners and losers from this revolution. Vincent

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06 Aug 2024

Guy Stear joins Amundi as Head of Developed Markets Strategy at the Amundi Investment Institute

Amundi, a leading European asset manager, has appointed Guy Stear as Head of Developed Markets Strategy at the Amundi Investment Institute. He will oversee the Equity and Fixed Income Developed

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18 Jul 2024

Will productivity turn global growth around?

Amundi economist says macroeconomic impact of AI will take longer to move the productivity needle Global growth has been on a secular decline since around 2000, with a more pronounced

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24 Jun 2024

Delayed climate policies disproportionately impact lower income and emerging countries, challenging their transition paths to net zero targets

Climate pathways are integral to economic and market expectations, and investors must increasingly focus their attention on the impact of the energy and climate transitions, particularly in Emerging Markets (EM)

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09 May 2024

The late-cycle environment continues to play out

A resilient US economy (owing to consumption and wealth effects) and strong earnings expectations for the year are driving the recent upside in equities and increase in yields. The big

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10 Apr 2024

Amundi strengthens Equity Investment Platform with key appointments

Amundi, Europe’s largest investment manager, has announced the strengthening of its Equity set-up with the appointment of Barry Glavin as Head of Equity Investment Platform. Vafa Ahmadi, Head of Thematic

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04 Apr 2024

Amundi sees significant slowdown in the US economy

The US economy is showing signs of deceleration, with falling profit margins and a decline in the leading economic index suggesting a potential slowdown in the coming quarters, according to

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21 Mar 2024

Use quality to navigate rate cuts and a slowdown

The strength in the US economy, so far, keeps us confident that the Fed will not begin policy cuts before May-end, and the ECB would also remain vigilant on disinflation,

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26 Feb 2024

Japan equity in focus: top performer in 2023; remains attractive option for 2024

Japan’s equity market is at a historical high in total return terms and in price return terms it is at its highest level in almost 34 years. It was one of

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14 Feb 2024

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]