Luigi Rizzo

Our annual Positive Change Impact Report is now live. Capital at risk. Find out how the strategy is backing portfolio companies’ potential to address the world’s most pressing challenges 🌍. #ActualInvestors

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🌍 Amundi’s Weekly Market Directions: All eyes on inflation. 👀 in a newly released macro insight, Head of Amundi Investment Institute & Chief Strategist, Monica Defend, breaks down expectations for inflation and what the Fed will do next. 🔹 Inflation concerns linger: US inflation surprised on the upside, with core CPI at 3.3%. However, Amundi continues to expect a gradual disinflation trend. The Fed is likely to stay cautious, considering labor market data alongside inflation numbers, paving the way for potential rate cuts in the near term. 🔹 Fixed income opportunities: With monetary easing anticipated, government bonds in Europe and the UK present a constructive outlook, while corporate credit in both Europe and emerging markets offers attractive income potential. 🔹 Global bonds: Slowing growth in developed economies and easing inflation are supportive of bond markets. The ongoing softening in the US job market could drive yields lower, creating entry points for fixed-income investors. 🔹 Eurozone sentiment rebound: Investor sentiment in the Eurozone, as reflected in the Sentix index, saw a surprising uptick in October. Despite short-term growth challenges, improved expectations suggest better prospects over the next 6-12 months as monetary policy loosens. 🔹 India's rate outlook: The RBI held rates steady as inflation edged higher, but the RBI is expected to start rate cuts towards year-end, aligning with economic softening. For more insights like this, register FOR FREE now at Markets Recon. Link in the bio. ☝ #InvestmentInsights #GlobalMarkets #FixedIncome #EmergingMarkets #MonetaryPolicy #Amundi #MarketsRecon #CriticalInvestmentInsights

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For professional investors only. Capital at risk. Fixed income markets rallied in September, as the Federal Reserve cut rates by 50 basis points. Read Paul Syms and Raphael Stern’s latest bond market analysis and near-term outlook to find out more. https://ow.ly/wLw450Sxcm0

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For professional investors only. Capital at risk. It may be possible for private credit to enhance income portfolios through diversification, potential increased returns, and structural advantages in today’s market. Read the complete analysis in “Enhancing income portfolios with private markets - complementing direct lending with real estate debt.” #PrivateCredit #Investment #PortfolioManagement #RealEstateDebt #DirectLending #FinancialMarkets #Diversification #IncomePortfolio

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For professional investors: Learn why investors should potentially consider high yield bonds and how to understand the risks ➡ bit.ly/3yliGnZ Capital at risk. #HighYield #FixedIncome #MarketingCommunication

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[Prof Invest] Global Equity Active Shariah Screened ETF Monthly Report | July 2024 Read the latest report from Saturna Capital here: https://lnkd.in/eE7ndWx6   For professional investors only. Capital at risk.   #Shariah #ShariahInvesting #IslamicFinance #GlobalEquity #ActiveInvesting #ETF #MarketingCommunication

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Track your portfolio’s performance in real time. Simple. Discover the platform today: https://bit.ly/3Ahp6W4 Your capital is at risk.

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Corporate treasurers are undertaking treasury transformation to simplify, to rationalise, to centralise, and to drive greater efficiency. Jointly presented with the Association for Financial Professionals, our latest paper, Treasury Transformation: Insights from Middle East and Africa, brings together the experiences, practices, and views of corporate treasurers across 17 markets in the region. Learn more: https://lnkd.in/gfNVn8kc Syed Khurrum Zaeem #treasury #transformation #transactionbanking

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[#DynamicMarketsAgileThinking] Geopolitical risk is a reality of today’s world – but how can equity investors prepare for the unknown? Marco Pirondini, Amundi US Chief Investment Officer, explains the importance of choosing quality companies and what characteristics investors should look for. Learn more: https://lnkd.in/gBwC3mkU

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2 Comments

❤️ Nothing means more to us than the positive feedback we receive from our Partners! 💻 BuildAnETF.com ▶ How to build an ETF in the European market: https://lnkd.in/eYeJY4_m For professional investors only. Capital at risk. #ETFs #InvestmentManagement #AssetManagement #FinancialServices #WealthManagement #EuropeanMarkets #InvestmentStrategy #WhiteLabelSolutions #MarketingCommunication

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Wondering how to reposition your portfolio amid election-related uncertainty? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views. For professional investors only. Capital at risk.

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[Prof Invest] Global Equity Active Shariah Screened ETF Monthly Report | May 2024 Read the latest report from Saturna Capital here: https://lnkd.in/eB2Fhpq4   For professional investors only. Capital at risk.   #etf #etfs #shariah #shariahcompliant #investing #islamicinvesting #MarketingCommunication

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In our latest strategy article, two of our analysts debate whether it's time to give up on ESG. Read the full piece here: https://lnkd.in/e9PHi8cG Capital at risk.

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When it comes to European equities, we believe small can be beautiful. DISCOVER how we walk a road less travelled to uncover Europe's hidden small-cap gems 🔗 https://lnkd.in/dXZMTbrp For professional investors only. Capital at risk. #SMID #smallcaps #smallcapinvesting #Europeanequities #hiddengems #activemanagement

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