Direction of the Markets

 

Weekly Market Monitor

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. 

Weekly Market Monitor as of September 23, 2022

   

Quarterly Outlook Videos

Video | September 2022

Quarterly US Market Insights – Equities

Marco Pirondini, head of equities and portfolio manager at Amundi US, discusses the outlook for equity markets for the remainder of 2022 and into 2023. He also discusses the risks investors should consider, his expectations for global markets, and the potential impacts of the upcoming US midterm elections. 

Video | September 2022

Quarterly US Market Insights – Fixed Income

Jon Duensing, head of fixed income and portfolio manager at Amundi US, delves into his expectations for inflation and the direction of yields in the major US fixed income asset classes given the sharp increase in interest rates. He also explores the role fixed income should play in portfolios given the impact of inflation, where value may be found in bond markets, and the sectors investors should avoid.

   

Quarterly Update on the Direction of the Markets

A quarterly update offering comprehensive coverage of the markets including global context, our outlook, and trends.

Q4 2022 / As of November 2022