Best Ideas Explore our key themes for H1 2024: Bonds’ appeal amid peaking rates, Seek resilience in equities, EM winners in a fragmented world, Dynamic asset allocation when tides are turning, Energy transition and structural themes.Discover more
Bonds’ appeal amid peaking rates As the growth picture deteriorates, with inflation coming down, investors should price in rate cuts for 2024. In this scenario, owning duration could be rewarding, while timing remains essential.Discover more
Seek resilience in equities In the current scenario, a selective approach should be maintained, while exploring value, quality, dividend-oriented names in developed and emerging markets.Discover more
Amundi Net Zero Ambition: seeking to make decarbonisation an investment reality Climate change is one of the biggest challenges of our time. Geographically each of us are experiencing the effects in different ways, whether it be increased temperatures, forest fires, droughts or flooding to name but a few. It can also have a negative effect on biodiversity, health and food1. There is no disputing that despite generating the lowest emission that developing countries are being hit the hardest1. Discover more 1 https://www.un.org/en/climatechange/what-is-climate-change