Nabil Cherrat

Learn more about Amundi's Q3 results below!

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The Big Question: "Is it time for LDI?" Pension plan providers face a challenge in preparing for the future. They need to ensure that their investments (including stocks and bonds) make sufficient cash to meet liabilities – in other words, the payouts guaranteed to retirees. By Jordy Peek, Head of EMEA Asset Allocation Advisorya and Laslo Bollmann, Quantitative Investment Strategist at risklab - the Investment and Risk Advisory Experts of Allianz Global Investors #risklab is a specialist team within Allianz Global Investors. A team of over 50 investment professionals worldwide develops advisory services and solutions that are tailored to the individual investment goals of investors. #TheBigQuestion #LDI #liabilities #pension

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Interesting insights from Marco Pirondini in his Q4 Outlook!

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Fixed Income Forward: June 2024: New hierarchy emerges in bond risk premiums Much has happened in fixed income since the start of the year. But greater differentiation in bond markets has been slow in coming. Only now do we begin to see serious signs of a new hierarchy in risk premiums emerging. By Franck Dixmier, Global CIO Fixed Income and Georgios Georgiou, Global Head Product Specialists Fixed Income at Allianz Global Investors. #FixedIncomeForward #FixedIncome #Bonds #NavigatingRates

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European ETFs: Opportunities, Challenges & Digital Saving Evolution Thank you Deborah Fuhr, CFA fellow for having invited me to the ETFGI Global ETFs Insights Summits in London to discuss : 🚨 What are the key opportunities and challenges for #ETFs in Europe?  💻 What are the main evolution of #DigitalSaving offering in Europe ?  🔑 New ETF issuers : build, buy, partner or white label ? Watch the replay below to hear the full discussion 👇. https://lnkd.in/e_bUtQ-t #ETFs, #Europe, #DigitalSaving, #Investing

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BNP Paribas Asset Management closed the 2024 #AGM season with a 36% opposition rate, maintaining a firm stance on #sustainability and #corporate #governance. Key points: - Opposed more then half of #executive #pay proposals - We request a #climate component KPI in executive #compensation on key sectors: a practice not yet common in North America where less then 50% of those companies have such features - More then 2k proposals rejected due to E&S considerations, 79% related to climate or #biodiversity reasons - Rejected 40% of director appointments #ESG #CorporateGovernance #ClimateAction Jane Ambachtsheer Nogoye Dieng Paula Meissirel Jane Ho Rachel Crossley Adam Kanzer Hugo Jalet Sifan Wu Joris Ayemin

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Increasing exposure to public #fixed #income is the top priority among allocation plans by asset class. Check out our new PGIM Investments 'Gatekeeper Pulse' survey for more #fund #selector insights and allocation intentions. You can learn more in our latest semi-annual #gatekeepers report at this link: https://on.pru/3McpRlP #Bonds #MoneyOnTheMove #PGIM Fixed Income

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Today, Amundi's publishes its 1st half and 2nd quarter 2024 financial #results, showing a strong net income growth of +9.4% and high net inflows of +€15bn.   The breath of our offerings has been a significant asset in meeting the diverse needs of our clients. We had a positive momentum in both active management (+€8.0bn), particularly in fixed #income & structured products, and passive management (+€6.0bn). Commercial activity was particularly strong and accelerating in the 9 countries in which we operate in #Asia with +€22bn of inflows in H1.   The higher profitability has been achieved through both: ➡️ Revenue growth (+7.7% in Q2) ➡️ and expenses that are under controlled: our cost-income ratio further improved to to 51.9%, still the best in the sector.   Finally, on July 9, we announced the signing of the definitive agreement concerning our strategic partnership with Victory Capital, an initiative that will create value for our customer and shareholders.   These results reflect the continued commitment of our teams to serve our clients. Many thanks to them!   We remain confident in our strategic direction moving forward.

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Amundi US Chief Investment Officer, Marco Pirondini, discusses the importance of quality during times of geopolitical stress. Learn more below!

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In 2024, BNPP AM opposed 2,163 management proposals across 332 companies for environmental and social reasons, 79% of which were related to climate or biodiversity-related expectations. Read more key stats from this year's proxy season at the link below. #proxyvoting #stewardship

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Fixed Income Forward: June 2024: New hierarchy emerges in bond risk premiums Much has happened in fixed income since the start of the year. But greater differentiation in bond markets has been slow in coming. Only now do we begin to see serious signs of a new hierarchy in risk premiums emerging. By Franck Dixmier, Global CIO Fixed Income and Georgios Georgiou, Global Head Product Specialists Fixed Income at Allianz Global Investors. #FixedIncomeForward #FixedIncome #Bonds #NavigatingRates

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Going back to 1990, the VIX has been higher--and the markets more turbulent--between September and December. With those months (and a presidential election) approaching, now might be the right time to prepare portfolios for choppy markets.

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The most common question across DB clients in the last month has been around France, not whether they will win the Euros, but how the political situation may impact in the immediate and longer term on their fixed income issuances. See below for our updated analysis following the election at the weekend:

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Elevated US Government interest rate expenses (brown line) will undoubtedly require an accommodative FED stance. This will likely favor the next credit leverage cycle. Whilst this can boost growth upside potential in the near term, as noticed by Federico Cesarini from our Amundi Institute, it could affect later the perception of risks, especially on the corporate side . Multi Asset Amundi funds look for retail investors a risk effective way to balance-off risks and opportunities along the cycle.

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My colleague Estelle Castres, Country Manager for France, Belgium and Luxembourg, shares her thoughts on demystifying investing to help people build long-term savings, inspired by a recent OpinionWay survey for BlackRock. Check out our latest #EuroInsights blog to learn more about common misconceptions around investing and find out what can help Europeans start their investment journey: https://1blk.co/4fgvpZr

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Analysis on The DESK: BNP Paribas / AXA Investment Managers merger assessed as French asset managers build scale in investment and trading - https://hubs.li/Q02JRp010 #merger #buyside #frontoffice #france

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Let's read the November Financial Stability Review by the ECB. In the Graph, you can see where France (FR) is positioned... "Fiscal slippage or uncertainties around fiscal consolidation paths under the new EU fiscal framework could lead to a repricing of sovereign risk, fuelling bond market volatility and policy uncertainty. Structural headwinds to potential growth from factors like weak productivity could also threaten debt sustainability" Who can claim ignorance ? https://lnkd.in/eJH42MGM

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The 50bps cut in the Fed rate shows something important: this is Powell's Fed, and he's firmly in control. Check out more thoughts on the rate cuts from Natixis Investment Managers:

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