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Outerblue Convictions - Global Investment Views: Fed pivot is not around the corner
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?
Discover the Global Investment Views - November 2022 article: https://research-center.amundi.com/article/global-investment-views-november-2022
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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 on Ausha. See ausha.co/privacy-policy for more information.
View all episodes
By AmundiMonica 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?
Discover the Global Investment Views - November 2022 article: https://research-center.amundi.com/article/global-investment-views-november-2022
-------------------------------
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 on Ausha. See ausha.co/privacy-policy for more information.
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