Direction of the Markets

Quarterly Outlook

Video | March 2023

Quarterly US Market Insights – Equities

While the recent turmoil in the banking industry has led to deteriorating liquidity, the situation also presents potential opportunities. Marco Pirondini, head of equities and Portfolio Manager at Amundi US, shares his outlook for equity markets, including what we expect from the US banking sector, where investors can look for opportunities outside the US, and his thoughts on the continuing rotation to US value.

Video | March 2023

Quarterly US Market Insights – Fixed Income

Recent market events have contributed to a view that we may be heading for a recession in the US, and that interest rates may in fact decline later this year. Jon Duensing, head of fixed income and portfolio manager at Amundi US, shares his views on the sector, including yield curve forecasts for the remainder of 2023 and a comparison of investment-grade vs high-yield opportunities.