Amundi

🌏 [#Insights] | Are we witnessing the turning point in global market dynamics? With US equities under pressure and Trump’s policy uncertainty and weak data, European markets are thriving in 2025. Improved sentiment, tied to a potential Russia-Ukraine ceasefire and rising defense spending, has boosted the euro and European bonds. As the #USeconomy slows faster than expected, we see opportunities in #Europe, China, and investment-grade credit, along with balanced and diversified strategies that include #gold. How are you adapting to these changing dynamics? To learn more about navigating these challenging yet opportunistic times, visit: ⤵︎ https://lnkd.in/eCr_aWc3

💹 [#Insights] | Are you curious about what makes 2025 a promising year for credit markets? 2024 was another stellar year for global developed credit markets, with high-beta segments and EUR markets leading the way. Looking ahead, 2025 is set to be favourable due to a positive global outlook, solid corporate fundamentals, supportive technical conditions, and attractive yields. Ready to dive in? To learn more on how corporate bonds may remain a compelling choice for income generation in 2025, visit: ⤵︎ https://lnkd.in/ezFQBfh6

🎙️ [#Interview] Why Luca de Meo, CEO of Renault Group believes a responsible investor should consider investing in the French carmaker:   - Can a car manufacturer really have shared values with a responsible investor? - In a highly competitive global market, how can a French company thrive?   Watch his interview ⬇️

💡 [#MonthlyMarketViews] | Positive market sentiment prevailed in February, despite tariffs, inflation, and the DeepSeek news. European equities are near all-time highs, driven by solid earnings and peace prospects in Ukraine, broadening the rally beyond US mega cap stocks.   We see 4 key themes driving markets in the weeks to come. Take a look ↓

🌟 [#IWD2025] | Talent knows no gender. Dive into the inspiring testimonies of women leaders in finance, who are breaking stereotypes and shaping the future with their expertise and determination. Thank you for sharing your experiences at Amundi : Marta Marín Romano, Monica Defend, Aurélia Lecourtier, Marie Amouroux.

💔[#Insights] | Will the positive market sentiment prevail despite uncertainties? Despite new tariffs, inflation risks, and economic shakeups, market optimism soared. European equities hit all-time highs, and US equity rallies broadened. Yet, with higher-than-expected inflation and some weak economic data, fears resurface. To assess whether the current environment of positive market sentiment can continue, we focus on the following themes: • Inflation • Global growth • Eurozone policies • China’s trade stance To learn more about key themes to watch: ⤵︎ https://lnkd.in/e-HpskiD

💹 [#HedgeFund] | What does the future hold for alternative investments? At Amundi Alternative & Real Assets, we believe in fostering long-term relationships based on proximity and authenticity. Guided by the belief that tomorrow’s economy may unlock new opportunities, we act as facilitators, bringing the right people together at the right time. At the end of 2024, Amundi Alternative & Real Assets welcomed over 200 professional investors at the annual conference on Alternative Investments and leading hedge fund experts gathered to discuss the US political landscape, AI, and the role of liquid investments. On this occasion, participants were asked 4 questions about opportunities and risks to 2025, and their answers have been compiled in the first edition of the Hedge Fund Investor Barometer. Experts from the Amundi Investment Institute then offered their analyses and guest speakers commented on each question. To learn more about the potential opportunities and risks in 2025, visit: ⤵︎ https://lnkd.in/egCnqi-N

🎙️ [#Podcast] | How are markets dealing with a torrent of news on tariffs and geopolitics? After an eventful month trying to keep up with the breaking news, not least the debut of new AI model Deepseek, concerns over Trump’s tariff proposals, and renewed European security concerns, Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, sit down to reflect on what all these events mean for the markets. 🎧To listen to the full podcast: https://lnkd.in/epCz3yrR  Check out this clip from their riveting discussion. ⤵︎

🏆 [#PRI] | Amundi rewarded for its responsible investment strategy! Amundi has been awarded 5 stars in Real Estate and 4 stars in Private Equity funds, in the Principles for Responsible Investment 2024, reaffirming its commitment to leading-edge ESG practices in investment. For the third year running, Amundi's “Policy, Governance and Strategy” module was recognized for its focus on stewardship, climate, human rights and sustainability across all asset classes. The Principle Responsible Investment (PRI) is the world's largest voluntary corporate reporting initiative on responsible investment, developed by investors for investors. Read more: https://lnkd.in/ezfNhEit

🤝[#Partnership] | Amundi has been awarded a £20bn global equity index climate mandate by The People’s Pension. We are proud to announce this new partnership with The People’s Pension, UK's largest commercial master trust. It demonstrates our commitment to providing our clients with bespoke investment services that meet their individual requirements. Amundi was selected due to the strength of our index portfolio construction, risk management capabilities and our high industry expertise. Our industry leading responsible investment commitments, aligned with TPP’s stewardship priority areas, were a key factor in the appointment. We will also offer People's Partnership: - a comprehensive suite of investment services and solutions through the Amundi Investment Institute - ESG data, metrics, reporting and data analytics through Amundi Technology's ALTO platform Lionel Brafman, CFA, Head of Equity ETF & Indexing, Isabelle Lafargue, Deputy Head of Equity ETF & Indexing and Laurent Trottier, CFA, CIO of Amundi ETF and Indexing business line will be responsible for the management of this mandate. As a major player in the retirement sector, Amundi supports numerous partners in Europe: - In Germany, we offer solutions that are quick to set up and flexible for #Mittelstand companies that have become customers over the last few years.  - In France, as the leading player in employee savings and retirement, we have built a partnership with CA Assurances to offer companies and employees a unique platform that brings together all the necessary services to manage #retirement savings plans.