Amundi US

The mutual fund celebrates 100 years! We have been here for 96 of those years and have witnessed huge periods of change. Lisa Jones, Amundi US CEO, discusses how we have weathered volatility, different cycles, and staying focused on the long term to support our investors and help them pursue their financial goals. #MutualFund100 

[#DynamicMarketsAgileThinking] As US election approaches, ignore the noise and consider quality stocks. Marco Pirondini, Amundi US Chief Investment Officer, explains why this environment makes it even more important for investors to consider quality stocks with reasonable valuations. Learn more: https://lnkd.in/gBwC3mkU

[#Insights] The broad outlines of the US presidential candidates' respective platforms are coming into focus. What are the potential market and economic implications of the candidates' domestic, trade, and foreign policies? Read our Investment Talks to learn more: https://ow.ly/p5Vx50TULFO

[#DynamicMarketsAgileThinking] With an overvalued US market, global stocks continue to offer value. Marco Pirondini, Amundi US Chief Investment Officer, explains why investors may seek to overcome concentration risk by incorporating high-quality global stocks, which may offer lower valuations and attractive cash flows.  Learn more: https://lnkd.in/g2cQcGt3

Last week, a group of Amundi US associates traveled to Cathleen Stone Island (formerly known as Thompson Island) for Volunteer Day. Along with two other volunteer groups, the team spent the day raking and composting leaves, and taking part in a beach cleanup. They also got a tour of the island and learned about the island’s history. Since 1833, the Island has been a beacon for experiential education, empowering young people through hands-on learning, skill building and outdoor adventure and exploration. Thank you to the volunteers!

[#Insights] Read this month’s Global Investment Views, “Fed rate cut boosts the markets – but for how long?” to learn more about how markets have responded - and what we expect can from future performance. https://ow.ly/rOMH50TPKNB

[#Event] | #PRIinPerson 2024 - Shaping the Future of Responsible Investment took place last week! During the Amundi Networking Breakfast on “Accelerating the transition to a low carbon economy: from climate risk valuation to implementation,” guest speakers shared insights on climate risk modelling assessment and asset owner perspectives. Annie Joyce, Head of ESG at Amundi US, shared her valuable insights: 1) Unpacking ESG - E, S, and G remain financially material, with an emphasis that materiality can vary by sector, geography, factor and time horizon 2) Balancing act - decarbonizing a portfolio does not always translate to real world decarbonization - managing this and ensuring diversification need to be balanced 3) Electrification queue - in the US, the interconnection queue of clean energy projects reached over 2.5 terawatts - twice the size of the entire existing US electrical grid. How do we collectively unlock this potential?

[#Insights] Since the Global Financial Crisis, Europe's growth has lagged significantly behind that of the United States, resulting in lower increases in per-capita incomes and living standards. What is causing this disparity, and how might it affect investment performance? Learn more in this month's Cross Asset Strategy: https://ow.ly/KYta50TN06L

[#Insights] Although the US expansion continued last quarter, indications of weakening labor conditions continued to emerge, and inflation data continued its trend of a slow decline. How has the High Yield fixed income sector responded? Read this quarter’s US High Yield Market Outlook to learn more: https://ow.ly/5fvL50TLJAB

[#Insights] How have markets responded to the Fed lowering interest rates - and what can we expect from future performance? Learn more in this month's Global Investment Views: https://ow.ly/tMsE50TL0rc