Summary
Welcome to the third edition of Amundi’s Newsletter for Central Banks, crafted by our experts for you.
In a complex macroeconomic and geopolitical environment, our specialists share their views on global policy and investment themes important to central banks worldwide.
In this edition, we explore the possibility of multi-speed growth and examine the investment outlook for the remainder of the year, including in emerging markets. We also analyse the impact of risk/reward trends on central bank asset allocation and focus on how central banks are leading the green transition.
Finally, we provide an overview of the key takeaways from a discussion held during the central bank peer-to-peer session at the 2024 Amundi World Investment Forum, attended by over 10 central banks and other sovereign entities from around the globe.
In this issue
Amid varied economic growth and inflation challenges, navigating geopolitical uncertainties and upcoming elections challenges the next economic phase.
Emerging Markets are pivotal in driving the 2024 global recovery, amidst shifting Fed policies and a cautiously optimistic cycle. P6 New trend on reward to risk and its impact on CBs strategic allocations decisions
How are central banks adjusting their reserve strategies amidst fluctuating bond yields and market uncertainties in a post-Covid environment?
Central Banks and the Green Transition Central banks are leading the green transition, managing climate risks and promoting sustainable finance through initiatives like the Network for Greening the Financial System and climate stress tests.
Central Bank Session Discover insights from central banks on navigating geopolitical risks and macroeconomic challenges in reserve management.