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We believe the slowing of the economy, led by developed markets, will persist on a global basis while inflation will continue to ease. At the same time, tight financial conditions in many countries could impact growth. Some regions and sectors have benefited from seismic shifts over the last few years, and these changing market dynamics may offer investors differentiated sources of return.
The top stocks of the US S&P 500 may be overvalued. How can investors leverage this knowledge to expand their portfolios into global opportunities? Marco Pirondini, Amundi's Chief Investment Officer, describes potentially appealing segments of global markets, including segments of Asian and European markets.
As investors seek effective strategies to enhance income, we believe they should consider risk management and diversification† while avoiding crowded sectors and overvalued securities. A flexible, global multi-asset approach can help investors pursue their capital preservation and income generation goals.
We believe investors can potentially generate income and capital appreciation by employing a global, multi-asset approach with the flexibility to invest across all geographies and asset classes. Read our paper, Pursuing Sustainable Income with a Multi-Asset Approach |
Diversification to both international and domestic US allocations can position portfolios for upside capture across the global markets.