Outerblue Amundi

Recent weeks have seen gains in the Magnificent Seven with rallies spreading across other sectors and US and European equities setting record highs. But how much longer can the equity markets keep rising and what has been driving this climb? Giulio Lombardo and Monica Defend, Head of Amundi Investment Institute, take a closer look at the reasons behind this upsurge and whether we should expect a reversal soon. Also on an upward trajectory this month was gold. They discuss what’s been going on.
 
This edition also returns to the big question for markets, interest rate cuts, and whether a summer rate cut is still on the cards for the Fed. Will other central banks follow the Fed’s lead or are they plotting their own course? This month’s edition concludes with an update on fixed income and emerging markets, what recent moves have meant for these asset classes and where investors should be looking for opportunities.


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The last month has, to a large extent, seen a reversal in investors’ expectations for central bank actions. This has been the hot topic for financial markets over the past few weeks as these expectations filter down into financial data and continue to drive asset prices. However signs of a slowdown are appearing. What factors will be most important to judge market direction going forward? 
 
Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, discuss the state of play and whether the current market sentiment has changed Amundi’s own views. They talk about what’s driving the interest rate cuts as well as the timing and likely sizes of the cuts in the major global economies. They cover what these changes mean for Amundi’s investment convictions across asset classes and regions, and finish by discussing the FX markets and where investors could look for opportunities.

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Advances in artificial intelligence have unleashed a new wave of technological revolution, one that promises a torrent of disruption across both financial markets and our daily lives. The speed of transformation has sparked widespread concern, not least about the impact it could have on jobs across a whole range of sectors.
 
As demand surges and generative AI is said to reach the “tipping point” of mainstream adoption, Swaha Pattanaik sits down with Annalisa Usardi, Senior Economist at Amundi Investment Institute, and Bastian Drut, Head of Thematic Macro Strategy at CPR Asset Management, to discuss the transformative impact of the technology and its implications for economies in the short and longer term. They take a closer look at the impact AI might have on productivity, growth and the labour markets, when and where this will most be felt, and how AI might ultimately be a positive development for addressing demographic challenges.
Click here to discover more on this topic.


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Promoting social mobility and equality of opportunity remains a pressing concern for many countries, challenging the very fabric of our society. Hence, understanding the perceptions and representations of equal opportunities is essential to catalyse collective action and support corrective measures.
 
A survey conducted by the OECD with the support of Amundi across 27 OECD countries delves into the perceptions and attitudes surrounding inequality and explores what truly matters for the population in the fight for equal opportunities.
 
In this podcast, Romina Boarini, Director of the OECD WISE Centre, reveals the survey’s main outcomes on the different aspects of inequality, the factors that are seen as playing a major role in climbing the social ladder as well as on the role that different actors are expected to play in reducing inequality and the type of policies and actions that could be prioritised.

Read more : https://research-center.amundi.com/article/exploring-perceptions-equal-opportunity


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We may only be a few weeks into 2024, but the markets have been anything but quiet. After a rocky period at the end of the year, bonds and equities eventually returned to positive territory in January, with the notable exception of China. Central banks remain centre stage, as markets continue to speculate over their next steps.
 
Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, talk over the different forecasts for the next few months and why inflation expectations might prevail over growth when it comes to the timing of interest rate cuts. They also discuss how geopolitical risks might impact some of the main economic indicators. They take a closer look at demand in US and China and the factors that are driving their respective economies. Finally, Monica explains how these factors filter through to Amundi’s current investment convictions, detailing the main views on equities, fixed income, currencies and emerging markets.


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Asia faces distinct and complex challenges when it comes to the energy transition as it looks to balance economic development with the necessity to transition to a low carbon economy. The continent is home to around 60% of the world’s population and has significant exposure to the physical risks of climate change, seen in severe floods and heatwaves. At the same time, it also has extensive and affordable renewable energy resources, which gives the continent a unique opportunity to develop its economy using these vast resources. 
 
In this podcast, we look at the role of investment in advancing the energy transition in Asia and talk to some of Amundi’s experts across Asia to learn more about the responsible investment trends, initiatives and policy developments happening in their regions. We also discuss some of the main challenges that need to be overcome and the trends for investors to look out for in the months ahead. 


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