Outerblue Convictions – Global Investment Views: No time to change course
Outerblue Convictions – Global Investment Views: No time to change course
Outerblue Convictions – Global Investment Views: No time to change course
The turmoil of March may be behind us, but market signals are conflicted about what comes
next. A disconnect has appeared as bond markets look to price in a recession in the US, whilst on the equity side earnings expectations still appear overly optimistic. Against this back-drop, investors are wise to keep plotting a cautious course.
Swaha Pattanaik caught up with Monica Defend, Head of Amundi Institute, after her return from the IMF Spring Meetings, to find out what the mood in Washington was like and how it compares to Amundi’s own views on the outlook for global economies over the coming months.
Discover the Global Investment Views - May 2023 article: https://research-center.amundi.com/article/global-investment-views-may-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.
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From The Podcast
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.Join Podchaser to...
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