The Day After Archives - Amundi World Investment Forum 2022

The Day After #10 – Rethinking the macro and cross-asset research: what we have learned from the Covid-19 crisis

September 4, 2020

Covid-19 accelerated markets’ entropy and risk takers will evolve their investment approaches Crises create disruption and Covid-19 is no exception, bringing new complexities, new opportunities and new risks to the investment landscape. From our research angle, we realised that the pandemic triggered: A fast-evolving macro financial environment. A common global ‘health’ shock affecting economies and … Continued

The Day After #9 – Covid-19 crisis, a catalyst for change and strengthening the EU

September 4, 2020

By Amundi Amundi

The Conference on the Future of Europe, planned earlier this year, will probably open in September in a very different context than initially expected. Who will chair it and whether a new treaty for the union will be on the agenda remains unclear, but the need to address repositioning Europe post the Covid-19 pandemic is … Continued

The Day After #8 – Deglobalisation could improve diversification but also exacerbate financial contagion

June 25, 2020

By Amundi Amundi

In recent years world trade dynamics have definitely shown an accentuated inversion of the globalisation trend and its robust contribution to global economic performance. The Great Financial Crisis (GFC) marked a historic turning point in the degree of global economic integration. Since 2007/08 global trade has entered a period of increasingly protectionist policies (trade barriers, … Continued

The Day After #7 – Climate change post Covid-19: A crisis at a crossroad

June 22, 2020

By Amundi Amundi

This year was supposed to be the year when policymakers, corporates and investors charged ahead in the fight against climate change. After the disappointing COP25 in Madrid, shocking wildfires in Australia at the end of 2019, an ambitious plan emerged from the European Union to tackle climate change head on with its Green Deal. Instead, … Continued

The Day After #6 – Inflation: persistent headwinds but a possible inflationary cocktail

June 10, 2020

By Amundi Amundi

Since the beginning of the coronavirus pandemic, all eyes have been on the unfolding health catastrophe and the consequences of confinement: economies halted, exploding rates of unemployment (in particular in the United States), and rising debt levels. In this extraordinary context, inflation is often overlooked. This is a dangerous mistake, in our view. For investors, … Continued

The Day After #5 – New frontiers for Central Banks

June 9, 2020

By Amundi Amundi

Central Banks (CBs) are by nature more flexible than governments. Thus, they have been the most proactive in this crisis, reintroducing large-scale asset-purchase programmes financed by money creation (QE policies). With this pandemic, a spectacular change in economic policy has taken place in just a few months: fiscal and monetary policies have become intertwined, and … Continued

The Day After #3 ESG Resilience During the Covid Crisis: Is Green the New Gold?

May 27, 2020

By Amundi Amundi

Without a doubt, the coronavirus is shaking the financial industry like never before. This is not the first time the world has faced a pandemic of this scale, nor is the first time that policy makers, business leaders and pundits have asked: “Is it different this time around? Are we at a turning point?” As … Continued

The Day After #2 Learn the rules like a pro, so you can break them like an artist

May 11, 2020

By Amundi Amundi

Important legal information.