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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Bond Market Volatility, Yield Curves & Equity Resilience - Investment views by Outerblue Convictions
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Outerblue Talks Research - Adapting to Ruptures - Diversification is the Key to this New Era
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Geopolitical friction and the new market reality - Investment Views by Outerblue Convictions
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Iran: A temporary shock or a persistent shift? - Global Investment views by Outerblue Convictions