March - GIV Infographic

March 2024
  
In this edition of Amundi's Global Investment Views Infographic;

Markets, economy and valuations: debate rages on

Markets have remained buoyant on the back of resilient economic activity so far. But high valuations in some segments and indications of weak economic growth ahead keep us vigilant. We explore areas with attractive earnings prospects.

4 trends identified for the month ahead:
1. A recent move up in yields keep bonds attractive
2. Strike a balance between quality and yield in credit
3. As stocks hit new highs, earnings strength in focus
4. India continues to deliver strong growth in EM

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*Diversification does not guarantee a profit or protect against a loss.

Important information

Unless otherwise stated, all information contained in this document is from Amundi Asset Management and is as of 7 March 2024.
The views expressed regarding market and economic trends are those of the author and not necessarily Amundi Asset Management, and are subject to change at any time based on market and other conditions and there can be no assurances that countries, markets or sectors will perform as expected. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading on behalf of any Amundi Asset Management product. There is no guarantee that market forecasts discussed will be realised or that these trends will continue.
Investments involve certain risks, including political and currency risks. Investment return and principal value may go down as well as up and could result in the loss of all capital invested. This material does not constitute an offer to buy or a solicitation to sell any units of any investment fund or any services.
Amundi Asset Management - Amundi AM, French joint stock company (Société par actions simplifée) with a capital stock of 1 143 615 555. Portfolio management company approved by the French Financial Markets Authority (Autorité des marchés Financiers - AMF) under no.GP 04000036 Head office: 91-93, boulevard Pasteur, 75015 Paris – France

Date of First Use: 7 March 2024
Doc ID: 3429044