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This month’s episode is a special focus on the macro-economic outlook and investment themes for 2023 and beyond.

Swaha Pattanaik and Monica Defend, Head of Amundi Institute, discuss Amundi’s expectations for growth and inflation for the coming months and what this might mean for central bank monetary policy.  

Monica also shares some of the things featuring on her crowded Wall of Worries this month, and talks about some of the areas and asset classes to watch in terms of investment opportunities in the rest of the year. 

For more insights

Mid-year outlook 2023: key convictions for H2 2023
Mid-year outlook 2023: key convictions for...
Amundi Global Investment Views
Global Investment Views - July 2023


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