Audio Stream
2025 got off to a dramatic start with an unexpected jump in bond yields. What has been driving this move and do we expect it to continue? Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, explain what’s been happening in the US and UK and explore what these mean for our growth and interest rate forecasts.
We also look closer at what potential policy shifts from incoming US President Trump, and the associated international response, could mean for the markets.
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Outerblue Convictions – Global Investment Views – Goldilocks ahead of new Trump presidency
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Outerblue Research – Looking for clues ahead of a second Trump presidency
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Outerblue Convictions – Global Investment Views – Analysing the bright spots in a Trump 2.0 world
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Outerblue Talks Research – The Artificial Intelligence revolution