Against the backdrop of recent escalation of tensions in the Middle East, Swaha Pattanaik and Monica Defend, Head of the Amundi Investment Institute, sat down earlier this week to discuss the big themes that are dominating markets. In addition to the ongoing geopolitical risks, they spoke in depth about recession concerns as well as how much they expect the U.S. and European economies to slow. This month’s podcast finishes with a look at the outlook for fixed income and equities and some of the challenges for which investors need to watch out. 

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Amundi Global Investment Views
Global Investment Views - November 2023

Authors

RC - Author - DEFEND Monica
Head of Amundi Investment Institute & Chief Strategist
RC - Swaha Pattanaik
Head of Publishing and Digital Strategy, Amundi Investment Institute