Best Ideas: The 60-40 reloaded with an inflation tilt and focus on income
Tuesday 14 March 2023
As the macroeconomic conditions are still uncertain, we believe that a new “60-40 reloaded” portfolio allocation may help investors meet their objectives.
Read more about "the 60-40 reloaded", one of our four Amundi's Best Ideas Key themes for 2023.
Weekly Market Directions 4th March 2024
(Week 26th February - 1st March)In this edition of Amundi's Weekly Market Directions: Fed in no rush after strong US data Unlike at the end of 2023, global equity and bond markets have diverged since the beginning of 2024. While US economic growth remains strong, the pace of disinflation has become more gradual. This combination of stronger than forecasted growth and inflation has led markets to revise their Fed rate cut expectations. Download the Weekly Market Directions (EN)
Monthly Market Views - March 2024
Monthly Market Views - February 2024