Explore our key themes for H1 2024: Bonds’ appeal amid peaking rates, Seek resilience in equities, EM winners in a fragmented world, Dynamic asset allocation when tides are turning, Energy transition and structural themes.
As the growth picture deteriorates, with inflation coming down, investors should price in rate cuts for 2024. In this scenario, owning duration could be rewarding, while timing remains essential.
In the current scenario, a selective approach should be maintained, while exploring value, quality, dividend-oriented names in developed and emerging markets.
Climate change is one of the biggest challenges of our time. Geographically each of us are experiencing the effects in different ways, whether it be increased temperatures, forest fires, droughts or flooding to name but a few. It can also have a negative effect on biodiversity, health and food1. There is no disputing that despite generating the lowest emission that developing countries are being hit the hardest1.
Amundi posted high net inflows of +€26 billion, its net profit rose by almost +4%
Amundi announces an acquisition in real assets
Global investment views.