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.
A weekly summary of global market activity, including performance of key equity and fixed income indices, currency and commodity information, bond yields and spreads and key economic indicators.
A quarterly update offering comprehensive coverage of the markets including global context, our outlook, and trends.
