Dynamic Markets, Agile Thinking

   

Global Opportunities Shift

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. 

With an overvalued US market, global stocks continue to offer value

The US equity market is trading at 24 times earnings, which is extraordinarily high. Marco Pirondini, Amundi US’s Chief Investment Officer, explains why investors may seek to overcome concentration risk by incorporating high-quality global stocks, which may offer lower valuations and attractive cash flows.  

Pursuing Sustainable Income with a Multi-Asset Approach

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

Global Growth Outlook 

Diversification to both international and domestic US allocations can position portfolios for upside capture across the global markets.

globalOppsShift