Outerblue Convictions – H2 24 Outlook – It’s all about confidence | Outerblue by Amundi - Market analysis, asset allocation views, investment convictions and expert financial research

Description

A lot has happened in global economies, markets and geopolitics in the last six months. This outlook special looks back at what has happened in 2024 to date, how this has impacted markets, and what we should expect for the second half of the year. Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, discuss why they think the current environment really is “all about confidence”.

Uncertainty looks set to continue and the major global economies and regions are likely to remain on different growth paths. In this environment, Monica explains what the next developments could mean for investment, and why investors should be focusing on selectivity and solid convictions to build resilient portfolios. They also discuss which geopolitical risk factors we are particularly focused on for investing in both the short- and medium-term.

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

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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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Outerblue Talks Research: knowledge sharing on financial research

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