Amundi Asia Pacific Market Monthly Commentary - May 2020
Thursday 14 May 2020
It now seems that the workplace of the future will blend physical and virtual environments. Flexible work arrangements will be the norm and this will reshape workplaces and work spaces.
The “new normal” revolves around the Work From Home (WFH) theme as IT spending shifts towards WFH infrastructure (cloud data centers, collaboration and video conference tools etc.). Gartner estimates that, by 2030, remote working demand will increase by 30% as Generation Z fully enters the workforce.
For years, firms have been moving towards an increasingly digital core based on software, data and digital networks, requiring a fundamentally new operating architecture. This should continue to be beneficial to many companies within the electronic value chain, from providers of virtual reality headsets and Wi-Fi routers to companies providing communication infrastructure, applications and Cloud services. Digital applications and hardware now allow users to remotely collaborate, with collaboration tools and platforms.
In this scenario, which themes and stocks are the winners?
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Sustainable and actionable: An ESG study of climate and social challenge for Asia is an Economist Intelligence Unit report, commissioned by Amundi. It explores environmental, social and governance (ESG) investing in fixed-income markets and examines the evolution of “green” debt from an issuer, investor and regulatory perspective. Central to the study is a question about market progress and if it has been enough, in Paris Agreement terms. Our research is based on indepth interviews conducted with 14 executives at asset-owner firms, regulatory bodies and finance professionals at academic or advisory organisations alongside extensive desk research and historical analysis. While the study concentrates on stakeholders and market players in Asia, the conclusions and implications are globally minded.