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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.
Although the peak in US inflation is likely behind us, core inflation remains sticky. Central banks around the world seem determined to keep up the tightening pace, despite the deteriorating economic outlook. As earnings season kicks off, downward revision in the US and Europe suggest that the probability of an economic recession is on the rise. Against a backdrop of high-inflation/low-growth, where should investors turn?
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