Outerblue Convictions explores global investment trends and diverging paths shaped by economic growth, inflation, and monetary policy data. Key insights by Swaha Pattanaik and Monica Defend.
Three factors are driving today’s global markets; economic growth, inflation and the outlook for monetary policy. Central banks are increasingly dependent on data and inflation remains their chief cause of concern. It is becoming clear that divergences are opening up in policy and outlook in the US and in Europe. On one side a clear path has appeared, where on the other, this path is still surrounded by uncertainty.
Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, sit down to discuss how these aspects feed through to markets and investment convictions and take a closer look at the different asset classes. What do these mean for equity valuations, sectors and regional divergences? How does the higher-for-longer scenario impact the credit markets? They also take a closer look at Japan and why it has been attracting a huge amount of international interest in recent months.
