ABN AMRO Investment Solutions

In light of the upcoming U.S. elections, we have gathered insights from ABN AMRO Investment Solutions and our U.S.-based Delegates - Aristotle, Boston Common AM, Boston Trust Walden Company and Parnassus Investments - to provide a comprehensive analysis of potential outcomes, possible scenarios and the subsequent implications of the presidential elections. You can read the full report here: https://lnkd.in/dFJQcMNf

🔎 La concentration actuelle du marché parmi les 10 plus grandes entreprises aux États-Unis dépasse celle de la bulle internet et la majorité des indices régionaux sont dominés par une poignée de titres. Christophe Boucher, notre CIO, et Benoit Begoc, Quantitative Strategist, parlent des défis posés par cette situation particulière en matière de diversification des portefeuilles dans un article de L'AGEFI. 👉 Pour en savoir plus, cliquez sur le lien ci-après: https://lnkd.in/dqaKAA7e ➡ Si vous souhaitez écouter ou ré-écouter les 2 webinars 'Les Actions US sous toutes leurs facettes' d'Arthur DAVID-BOYET, Sales Director, et Arnaud Bergeot, Analyste Fonds Actions, cliquez sur les liens : - Atelier 1: Angle financier https://lnkd.in/dXc7sfAg - Atelier 2: Angle extra-financier (ESG) https://lnkd.in/dJKrR8Bd

Congratulations to our Delegate EdenTree Investment Management and its team for winning the “Best Responsible Fund” Award for the EdenTree Responsible & Sustainable European Equity fund at RSMR’s annual Investment Conference. Discover more here: https://lnkd.in/ePjpCvzP References to an award or rating do not prejudge the future performance of the funds or managers.

We were delighted to welcome our Delegate Parnassus Investments during a lunch conference with our clients yesterday in Paris, one of the locations of our European Roadshow. Thank you to every one who attended this event. It has been the opportunity to discuss about the defensive position of the US Large Cap Core Equity strategy of our Delegate with Todd Ahlsten, CIO & Portfolio Manager, and Joe Sinha, Chief Marketing Officer. Our roadshow will continue until the end of the week in other cities around Europe. For more information about our range of funds, do not hesitate to contact our Sales Team.

🙏 Thank you to Tell Media Group and Niklas Tell for the great organisation of the Nordic Selection Forum 2024 in Copenhagen! It was a fantastic opportunity to share our approach to fund manager selection and operational due diligence with such an engaged audience. This is what makes our ecosystem unique. A special thanks to our Head of Manager Selection & Operational Due Diligence, Chloé FASSY de CALATCHI for representing our team and showcasing her extensive expertise. We’re proud to highlight the strength and professionalism of our teams and look forward to continuing the conversation around best practices in fund management and due diligence at future events. Do not hesitate to contact us for more information at aais.contact@fr.abnamro.com and stay tuned for upcoming events! #events #fundmanagerselection #nordic #europe #discussions #fundmanagement #duediligence

📄 Our monthly Market Outlook & Asset Allocation from the Quantitative Research Team is out! 👉 Click on the link below to download the full document: https://lnkd.in/eEiSjv62 #macro #markets #outlook #assetallocation #macroeconomicoutlook #inflation #centralbanks

🎉 Congratulations to our Delegate EdenTree Investment Management and the whole team for winning three Investment Week 2024 awards in three different categories. Our Delegate has been named winner as Sustainable Investment Fund Management group of the Year (AUM under £50m), Responsible & Sustainable European Equity Fund in the category of Best Sustainable European Equity Fund and Carlota Esguevillas, Head of Responsible Investment, was awarded Rising Star Sustainable Investment Champion of the Year. Learn more about EdenTree here: https://lnkd.in/g_GtF84

Félicitations à Laurianne Melec, notre nouvelle directrice des opérations qui est la "Personnalité de la semaine" dans Les Echos. Laurianne Melec possède plus de dix ans d'expérience au sein d'ABN AMRO Investment Solutions, où elle a joué un rôle déterminant dans l'automatisation des process, le soutien à la croissance de l'entreprise et la gestion de l'innovation Nous lui souhaitons tous nos voeux de réussite dans ses nouvelles fonctions! 👉 Consultez l'article en cliquant sur le lien ci-après: https://lnkd.in/dqF6Cdvk

🔎 Les attentes du marché sur le dollar sont-elles trop agressives ? 💵 Notre CIO, Christophe Boucher partage ses perspectives dans un article de L'AGEFI. Il estime que la hausse de l’euro pourrait être temporaire et que les attentes sur les baisses de taux de la Fed sont excessives. Il anticipe également une activité résiliente aux États-Unis, soutenue par la consommation. Découvrez son analyse complète et les devises à surveiller, comme le yen, en cliquant sur le lien ci-après: 👉 https://lnkd.in/ePSE9-7m. #perspectives #dollar #euro #yen #eurodollar #bce #fed #economie #marchesfinanciers

Retrouvez le dernier article de Christophe Boucher et Benoit Begoc, publié dans la rubrique "Economie et Marchés" de L'AGEFI. #economie #marches #actionsUS #secteurs #rotations