Outerblue Convictions – Global Investment Views: What stands out amongst the Santa Rally? | Outerblue by Amundi - Market analysis, asset allocation views, investment convictions and expert financial research

Description

In our last Convictions podcast of the year, Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, sat down last week to discuss whether any of the recent policy comments or economic data publications might have impacted our main calls for 2024. Are we aligned with the general consensus on when to expect interest rate cuts? What are our expectations for rates by the end of 2024? Persistent inflation levels means patience may be required.

They continue the discussions with a focus on Japan, as the country is following a different economic pathway. What are the expectations for the Bank of Japan and what might this mean for investors? The podcast finishes with a look at the themes and regions that might offer potential investment opportunities in fixed income, equities and in emerging markets over the next few months.

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About Outerblue by Amundi - Market analysis, asset allocation views, investment convictions and expert financial research

Welcome to Outerblue by Amundi, a podcast channel to guide professional investors on their financial journey

Join us for expert insights, financial market analysis, investment and asset allocation views to help decipher investment trends and the implications for investment portfolios.

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Outerblue Convictions: Our monthly market analysis and investment convictions

Our latest analysis of the markets, asset allocation trends and investment convictions.

Each month, listen to Monica Defend, Head of Amundi Institute, share Amundi’s investment views and market insights with Swaha Pattanaik, your host on this podcast.

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This series discusses topical developments in the world of investment. Listen to expert views on the economic and geopolitical landscape, discover the insights, implications, and analysis as well as market views and asset allocation trends.

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This podcast series 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.

Outerblue Talks Research: knowledge sharing on financial research

This 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 financial and economic research, the findings and implications from Amundi’s research experts.

Join us to discover more on the following topics: asset management, finance, money, economics, markets, investment, central banks, monetary policy, fiscal policy, inflation, interest rates, bonds, fixed income, equity, private markets, emerging markets, FX, US dollar.

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