December - GIV Infographic

Wednesday 14 December 2022

Investment Talks, Amundi Institute

December 2023

In this edition of Amundi's Global Investment Views Infographic;

Receding inflation is good news

Falling pace of inflation has been driving the markets but central banks’ job is not complete yet. We also see pressures on consumption that could affect economic growth and corporate earnings, calling for a cautious and diversified stance.

4 trends identified for the month ahead:
1. The bonds story has just started;
2. Emerging Markets offer opportunity amid divergences;
3. Differentiate in credit to enhance income;
4. Look beneath the surface in equities.

Download Infographic (EN)

Global investment views.