When market noise rises, we believe investors should pursue equity investments that seek to provide quality through structural growth potential, stability and relative valuation support. Marco Pirondini, portfolio manager and head of equities at Amundi US, explains how careful equity selection can help investors reduce portfolio risk in volatile markets without sacrificing growth potential.
In today’s yield environment, investors may wish to consider selectively adding duration to particular areas of their fixed income portfolios. In his outlook for the final quarter of 2023, Jonathan Duensing, portfolio manager and head of fixed income at Amundi US, discusses the impact of elevated yields and describes opportunities in sectors including high-yield and investment-grade corporate bonds.
See the week at a glance—including the Fed outlook, equity and bond market yields, and a global macroeconomic snapshot by region—and gain actionable ideas for your portfolios.
