![RC-2022.01-Resilient--in-an-inflationary-regime-slider](/sites/default/files/styles/583x300/public/2022-01/RC-2022.01-Resilient--in-an-inflationary-regime-slider.png?h=330c9e75&itok=9QTqqZma)
![RC-2022.01-Resilient--in-an-inflationary-regime-slider](/sites/default/files/styles/583x300/public/2022-01/RC-2022.01-Resilient--in-an-inflationary-regime-slider.png?h=330c9e75&itok=9QTqqZma)
13/01/2022
•
Multi-Asset
Economy & Markets
Resilient multi-asset portfolios in an inflationary regime
Understanding how the Amundi Inflation Phazer tool works and how it could be useful in predicting prevailing inflation regimes and adjusting multi-asset portfolios.
![RC-2022.01-The-Electronics-and-ICT-sector-slider](/sites/default/files/styles/583x300/public/2021-12/RC-2022.01-The-Electronics-and-ICT-sector-slider.png?h=330c9e75&itok=zx3nLm64)
10/01/2022
•
ESG
The wheels of a Circular Economy go round and round - N°4 The Electronics and ICT sector: designing a new matrix
Since the 1980's, the electronics industry has grown dramatically and has benefited substantially from the linear economy by regularly offering new and better products, pushing consumers to renew their computer equipment (computers, smartphones, tablets, etc.) at an ever-increasing frequency.
![RC-2022.01-Thematic-slider](/sites/default/files/styles/583x300/public/2022-01/RC-2022.01-Thematic-slider.png?h=a85a273f&itok=dWXfHPTn)
05/01/2022
•
Investment Outlook
LatAm's political pendulum takes a hard swing to the left in 2021
2021 Covid surging in 1H and inflation swelling in 2H have contributed to the political pendulum swinging hard left in LatAm. More structurally, the commodity super cycle unwind mid last decade and the political discontent likely set the entire shift in motion. Against the general trend, some elections cycles moved in the other direction as well.
![2022.01 - Cross Asset January 2022](/sites/default/files/styles/583x300/public/2022-01/January-1390x467.png?h=c2d6b6ed&itok=CMTdRvkc)
05/01/2022
•
Investment Outlook
Fixed Income
Central banks: a successful hawkish turn
The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without harming the markets.
![RC-2022.01-thematic-global-views-slider](/sites/default/files/styles/583x300/public/2022-01/2022.01--thematic-global-views-slider.png?h=cd5da83f&itok=yYLsuFVc)
05/01/2022
•
Investment Outlook
You asked, we answer - January 2022
Our Global Views team attempts to answer some of the questions often asked by our clients.
![Working Paper](/sites/default/files/styles/583x300/public/2021-02/296_Working-paper_mozaique_landscape.jpg?h=a4f2e5ba&itok=yMifTVSm)
03/01/2022
•
Asset Allocation
ESG
Portfolio Construction with Climate Risk Measures
Because of the 2015 Paris Agreement, the development of ESG investing and the emergence of net zero emission policies, climate risk is certainly the most important topic
and challenge for asset owners and managers now and will remain so over the next five years.
and challenge for asset owners and managers now and will remain so over the next five years.
![Global-Investment-Views.jpg](/sites/default/files/styles/583x300/public/images/2021-01/Global-Investment-Views.jpg?h=4c8f8cc6&itok=pBKpFjz1)
23/12/2021
•
Investment Outlook
Economy & Markets
Global Investment Views - January 2022
The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
![RC-2021.12-ara-outlook-slider](/sites/default/files/styles/583x300/public/2021-12/rc-2021.12-ara-outlook-slider.png?itok=PS82o4mZ)
22/12/2021
•
Real Assets
Investment Outlook
Private markets: focus on ESG and transformation
Understanding the 2022 outlook for real and alternative assets