Home / Deeper Thought / A rocky net zero pathway: Amundi

A rocky net zero pathway: Amundi

Taking a long-term view of disruptive trends, and their implications on long-term asset class forecasts and strategic allocation, Amundi shares its updated annual capital market assumptions publication.
Deeper Thought

In 2022, the war in Ukraine impacted the energy supply outlook and also had implications for the net zero path. Security, affordability (in volume and prices) and sustainability of the energy supply were challenged, driving the need to diversify the energy supply mix. While this has somewhat accelerated the shift towards greener energy sources, it has also led to a more uncoordinated response, as each country moved to secure its own needs. These developments come on top of inflation remaining high, having originally stemmed from the Covid-induced supply bottlenecks, which are becoming less sticky.

Taking a long-term view of these disruptive trends, and their implications on long-term asset class forecasts and strategic allocation, Amundi shares its updated annual capital market assumptions publication.

Staff Writer


  • Related
    10 reasons investors should take a second look at senior secured loans

    In this paper, Invesco debunks ten of the most common myths surrounding senior secured loans and explains why they think they’re a valuable addition to an investor’s portfolio. 

    Invesco | 13th Jun 2024 | More
    ‘Something new under the sun’: Ruffer releases its 2024 review

    The 2024 Ruffer Review explores what the rise of artificial intelligence means for investors, the murky realities of cricket, and the “thankless endeavour” of forecasting. Also discussed are the technological developments that have shaped markets, and the political-economic ecosystem.

    Henry Maxey | 20th Mar 2024 | More
    Equity market concentration and the value of spreading across styles

    Investors remain concentrated, with most active assets in growth-style funds and passive assets concentrated in giant US technology shares. With valuations where they are today, that is a concern according to the Orbis team, which says diversification utilizing neglected stocks will be key.

    Rob Perrone, Eric Marais & Shane Woldendorp | 15th Jan 2024 | More
    Popular
  • Popular posts: