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A rocky net zero pathway
Monday 17 April 2023
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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, we are pleased to share with you the annual update of our capital market assumptions (CMA) publication.
In 2022, the war in Ukraine impacted the energy supply outlook and also had implications for the net zero path.
Other news
![Global Investment Views June 2023](https://static.amundi.com/amundi/var/amundi_com/storage/images/media/ireland-media/corporate/global-investment-views-june-2023/2125544-1-eng-GB/Global-Investment-Views-June-2023_landscape_3-2ieme_277_184.jpg)
Global Investment Views - June 2024
The latest views, convictions and outlook of our Global CIO's, different investment platforms and the Amundi Institute.
![European Flag](https://static.amundi.com/amundi/var/amundi_com/storage/images/media/ireland-media/corporate/european-flag/2305496-1-eng-GB/European-Flag_landscape_3-2ieme_277_184.jpg)
EU election results and French politics
Investment Talks
![Monthly Market Views – May 2024](https://static.amundi.com/amundi/var/amundi_com/storage/images/media/common/distributor/news/monthly-market-views-may-2024/2231738-1-eng-GB/Monthly-Market-Views-May-2024_landscape_3-2ieme_277_184.jpg)
Monthly Market Views – May 2024
We see 4 themes driving markets in the weeks to come.