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Outerblue Convictions - Global Investment Views: Play market rotations, with a focus on China

Outerblue Convictions - Global Investment Views: Play market rotations, with a focus on China

Released Monday, 6th February 2023
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Outerblue Convictions - Global Investment Views: Play market rotations, with a focus on China

Outerblue Convictions - Global Investment Views: Play market rotations, with a focus on China

Outerblue Convictions - Global Investment Views: Play market rotations, with a focus on China

Outerblue Convictions - Global Investment Views: Play market rotations, with a focus on China

Monday, 6th February 2023
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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.


Discover the Global Investment Views - February 2023 article:  https://research-center.amundi.com/article/global-investment-views-february-2023  


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DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi. 


Hosted by Ausha. See ausha.co/privacy-policy for more information.

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Outerblue

Welcome to Outerblue, a podcast channel to guide professional investors on their financial journeyFour series are available:Outerblue Convictions: Our monthly market analysis and investment convictionsThis series presents our latest analysis of the markets, asset allocation trends and our investment convictions.Each month, listen to Monica Defend, Head of Amundi Institute, discuss Amundi’s views with Swaha Pattanaik, your host on this podcast.Outerblue Conversations: Latest insights on the economic impact of major global eventsThis series discusses topical events in the geopolitical and economic landscape as they occur around the world. Renowned international experts as well as Amundi CIOs and research professionals provide you with the insights, implications, and analysis as well as market views and asset allocation recommendations.  Outerblue Talks Research: knowledge sharing on financial researchThis podcast takes a closer look at current financial research topics and themes. Join Swaha Pattanaik, Head of publishing and digital strategy, to learn more about the latest research, the findings and implications from Amundi’s research experts. Outerblue Talks Green: Responsible investing themes shaping the investment landscapeThis podcast explores and explains the latest responsible investment themes.Listen to experts from Amundi’s responsible investment teams share their insights on the latest environmental trends investors should be watching   Hosted by Ausha. See ausha.co/privacy-policy for more information.

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