Risky assets got off to a bumper start at the beginning of 2023, helped by more positive expectations for China following their reopening and hopes that the economic outlook in Europe might prove more resilient than previously thought. But how likely is it that this will last and could this be the start of a new positive cycle?

Swaha Pattanaik talks to Monica Defend, Head of Amundi Institute, to look at some of the big market trends investors should be looking out for over the next few months as they try to shed some light on what might happen next.

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Amundi Global Investment Views
Global Investment Views - February 2023

Authors

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