Amundi, in collaboration with CPR Asset Management and KBI Global Investors held a Sustainable Transition Day on 19th March 2024. This insightful event discussed the sustainable transition from different angles (Social transition towards a more social economy, nature capital transition towards a positive nature economy and climate transition).

The replay and other insights are available here

Our key convictions are explored through three different document types: 1 Monthly Market Views 2. Weekly Market Directions 3. Global Investment View Infographic 

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.

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In the current scenario, a selective approach should be maintained, while exploring value, quality, dividend-oriented names in developed and emerging markets.

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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.

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1  https://www.un.org/en/climatechange/what-is-climate-change