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Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast.
Inflationary pressures, persistent bottlenecks and tightening financial conditions : these factors have been fairly persistent since the start of 2022.
The context is highly volatile and central banks are continuing to take actions.
How might things evolve?
What impact all of this is having on corporate earnings?
How should investors re assesses their asset allocation?
To go further, discover the related article
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