We may only be a few weeks into 2024, but the markets have been anything but quiet. After a rocky period at the end of the year, bonds and equities eventually returned to positive territory in January, with the notable exception of China. Central banks remain centre stage, as markets continue to speculate over their next steps.
Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, talk over the different forecasts for the next few months and why inflation expectations might prevail over growth when it comes to the timing of interest rate cuts. They also discuss how geopolitical risks might impact some of the main economic indicators. They take a closer look at demand in US and China and the factors that are driving their respective economies. Finally, Monica explains how these factors filter through to Amundi’s current investment convictions, detailing the main views on equities, fixed income, currencies and emerging markets.
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