29th and 30th June 2017, Carrousel du Louvre, Paris
« I am pleased to confirm that the next Amundi World Investment Forum will be held on the 29th and 30th June in Paris. In an uncertain economic environment marked by a combination of systemic long-term changes and the recent regional and global political unrest, it is important to step back to analyse and understand these changes. For this reason, this year’s Forum will focus on Disruptive Trends – the major economic and societal shifts that will influence the medium-term economic environment and, by extension, our investment decisions. We will have the pleasure of welcoming a number of eminent speakers, including Robert Gordon and the 2015 winner of the Nobel Prize for Economics, Angus Deaton. They will share and debate their market views before discussing the main investment implications. Other world-renown experts, such as Enrico Letta, Simon Fraser and Jurgen Starck, who are also members of Amundi’s Advisory Board, will provide us with further insight into the implications of these disruptive shifts. I would be delighted if you could join us at this exclusive event which, in addition to partaking in these enriching discussions, will also be an opportunity for you to converse with your peers.
Plenary session at the Carrousel du Louvre from noon to 6pm
Amongst the speakers: Sir Simon Fraser, Robert Gordon, Enrico Letta, Dr Jürgen Starck, Pascal Blanqué, Philippe Ithurbide…
Our economic and financial environment is uncertain and currently subject to many upheavals. Central banks’ ultra-accommodating policies are reaching their limits and inflation is re-emerging. Global trade is in retreat, driven by major structural changes, including China’s role, the rise of protectionism and other factors, while global growth is being driven by engines that are far more endogenous than in the past. Political and geopolitical instability is now a fixture, along with a surge in populism.
If we view these trends today, must they be considered as disruptions in our ecosystem or as temporary phenomena?
Revisiting asset allocations
As new uncertainties have been added to an environment of stubbornly low yields, how should long-term investment challenges be regarded in the midst of these disruptions? As a risk or as an opportunity? How to navigate in the short and medium term in this changing environment? How can assets best be allocated, reflecting true convictions?
Dinner cocktail and gala evening
Friday 30th June:
Adjusting to change
Plenary session at the Carrousel du Louvre from 9am to 1pm
Amongst the speakers: Angus Deaton, Fathi Jerfel, Jean-Jacques Barberis, Christian Pellis…
Getting the jump on trends
On top of changes in the economic environment, many other trends are also having a long-term impact on our industry. Some examples of these are stepped-up regulation, consolidating sectors, and environmental and demographic challenges. We must adapt and adjust our approaches throughout the value chain. How ride these trends instead of being ridden by them?
Tapping into new sources of returns
The quest for profitability requires, and will continue to require, access to new territories, new asset classes, and new investment approaches. Risks are a matter of choice, and must be selected on the basis of how well they are remunerated, hedged or controlled. The development of assets financing the real economy, the challenges of climate risk and responsible investment, the wide variety of emerging markets, and the interest-rate outlook are all opportunities that are encouraging the development of new approaches. How can they be integrated into investment policies and programs? How can risks be chosen in order to benefit from innovative methods, such as factor investing?
Rethinking relationships and the value chain
The relationship between asset managers and investors, which is based on confidence, is increasingly a long-term proposition. It is evolving towards a lasting partnership that offers solutions and services. What are its contours and expectations?