Audio Stream
Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast.
Although the peak in US inflation is likely behind us, core inflation remains sticky. Central banks around the world seem determined to keep up the tightening pace, despite the deteriorating economic outlook. As earnings season kicks off, downward revision in the US and Europe suggest that the probability of an economic recession is on the rise. Against a backdrop of high-inflation/low-growth, where should investors turn?
To go further, discover the related article
Global Investment Views - November 2022
-
Bond Market Volatility, Yield Curves & Equity Resilience - Investment views by Outerblue Convictions
-
Outerblue Talks Research - Adapting to Ruptures - Diversification is the Key to this New Era
-
Geopolitical friction and the new market reality - Investment Views by Outerblue Convictions
-
Iran: A temporary shock or a persistent shift? - Global Investment views by Outerblue Convictions