| During this webinar, our experts Vincent Mortier, Group Chief Investment Officer, Monica Defend, Head of Amundi Investment Institute & Chief Strategist, and Didier Borowski, Head of Macro Policy Research explored potential scenarios, assessed the outlook for energy markets and inflation, and examined the regional and cross-asset implications for investors. |
Key convictions
The most likely scenario is a temporary, contained shock to energy prices that will not derail the global economy.
The impact will vary by region, depending on whether countries are net importers or exporters.
The current situation may accelerate moves toward energy autonomy and independence in the name of national security.
Central banks are expected to remain on the sidelines with a wait‑and‑see stance.
It is more important than ever to separate short‑term tactical perspectives from medium‑term strategic views, which remain unchanged.
We believe diversification remains central, and that investors are likely to find new opportunities - perhaps already - particularly in Europe and emerging markets.
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