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2024-04-09 12:55:31 ET More on STOXX Europe 600 Index: U.S. Employment Data To Set Dollar's Course Greenback Losses Extended, But Look For Consolidation In North America Rate Adjustment Underpins Greenback European losers of higher financing costs - JPMorgan ...
2024-01-11 14:20:03 ET Summary Amundi, one of the largest asset managers in Europe, has not performed as well as the market, but still has value for conservative investors. The company reported positive inflows and impressive profitability in Q3 2023, with a focus on passive inves...
2023-11-14 10:58:57 ET More on STOXX Europe 600 Index: The European healthcare sector is expected to produce higher yields. Deutsche Bank says monetary policy transmission happening more rapidly in Europe than U.S. For further details see: J.P. Morgan’s to...
2023-09-08 03:21:11 ET Summary Europe's largest asset manager, Amundi, operates a diversified distribution network and product offering, supporting relative through-the-cycle stability. Past AUM growth has been robust, with positive inflows in each year since IPO. Headwinds fr...
2023-06-09 08:21:58 ET Summary UniCredit is reportedly reducing Amundi funds. Analysts suggest that UniCredit's relationship is deteriorating, making a renewal of their agreement difficult. We provided a comps analysis with Allianz, and we prefer the German insurance company (high...
2023-05-02 18:04:49 ET Summary In this article, I am reviewing the long thesis on Azimut Holding since my last coverage. The latest financial report (FY22) was OK, with recurring fees reaching a new ATH. Management focuses on AUM growth at any cost, but I am concerned as inter...
2023-04-18 14:04:14 ET Summary Amundi S.A., like most financial companies, has had a bit of a negative time in early 2023. The company has somewhat underperformed. Amundi has a through-cyclic upside and safety that puts it high on the list in terms of appealing to global asset man...
Summary One of my ambitions for 2023 is to expand my EU coverage, in particular in France and the PIGS regions. Some of the companies found here meet my investment criteria. Amundi S.A. is one of those companies. This business is the merged asset management arms of the storied banks' Cr...
Summary Amundi's quarterly results were more resilient than expected. Outflows remain an issue, but the company has room for more cost savings to protect margins. The valuation is undemanding, yet the long-term secular pressures mean the stock remains vulnerable. ...