November - GIV Infographic
Thursday 10 November 2022
Investment Talks, Amundi Institute
In this edition of Amundi's Global Investment Views Infographic;
Look out for growth and inflation
Markets have been driven by monetary policies, economic growth and recent escalations in Middle East. Moving into 2024, we expect growth to be weak and inflation outlook to remain uncertain, in particular in energy price components.
4 trends identified for the month ahead:
1. Bonds may offer value amid clouds over growth;
2. Opportunities in high quality corporate bonds;
3. Spot value in US and Japanese equities;
4. India in focus in Emerging Market.
Global investment views.