Summary
During this webinar, our experts Vincent Mortier, Group Chief Investment Officer, and Monica Defend, Head of Amundi Investment Institute & Chief Strategist, shared insights on Amundi’s 2025 Mid-Year Global Investment Outlook.
As we move into the second half of the year, investors continue to navigate a dynamic environment. Macroeconomic shifts, inflationary pressures, and policy divergence are shaping market conditions, presenting both challenges and opportunities.
Key Convictions:
1. The toll of tariffs and fiscal policy on the US economy
2. Higher geopolitical risks call for greater diversification
3. Asset allocation: mildly pro risk, adjusted with inflation hedges
4. Tipping point in bonds will favour European credit and EM bonds
5. In equity, tariff impacts will drive sector selection
6. India and EM are winners from the rerouting shift
7. Keep-on diversifying with real and alternative assets
Watch the playback
Read more
