2023 Investment Outlook - Some light for investors after the...
Must read articles
The economic backdrop foreseen for the next 12 months suggests that the ongoing correction will continue through the first half of 2023, featuring a profits recession and still elevated (albeit moderating) inflation.5 to 10 minutes
Economic cycles have been a crucial driver for financial markets, making regime-based dynamic asset allocation (DAA) a common practice in supporting optimal portfolio construction. Discover how Amundi Institute leverages artificial intelligence for its investment approach.> 10 minutes
The shift to an inflationary late cycle has been confirmed with greater conviction and a focus on higher inflation (and rates). Economic momentum is still decelerating at a global level but with tentative signs of stabilisation.5 to 10 minutes
Understanding how the Amundi Inflation Phazer tool works and how it could be useful in predicting prevailing inflation regimes and adjusting multi-asset portfolios.> 10 minutes
A second derivative stagflationary environment of decelerating growth amid sustained inflationary pressures. The fiscal lever continues to play a pivotal role.5 to 10 minutes
Goldilocks continues to allow a tempered risk on positioning. Longer term, growth will likely revert to potential amid a normalised inflation rate (at least in the US).5 to 10 minutes
Central banks seems to be very concerned about the slowdown in the economic cycle sparked by trade tensions.> 10 minutes
Market recovery in Q2 closed fundamentals mispricing> 10 minutes
Two events pushed down Eurozone sovereign spreads in 2017: the French presidential election in April & May, which dissipated investors’ fears about Eurosceptic movements, and the announcement on 26 October of a smaller-than-expected reduction in ECB’s QE for 2018 (monthly purchases lowered from € 60 bn to €30bn).5 to 10 minutes
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