
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.
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.
Senior Managing Director, Head of Equities, US, and Portfolio Manager at Amundi US, Marco Pirondini provides his views on the equity market and discusses the US economic outlook for the remainder of 2022 and 2023. In addition, he will provide insights in to current valuations compared to historical averages and how investors should position their equity portfolios.
Senior Managing Director, Head of Fixed Income, US, and Portfolio Manager, Jon Duensing, CFA, 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.
A quarterly update offering comprehensive coverage of the markets including global context, our outlook, and trends.