Commentary by Monica Defend
4 themes driving markets:
-
Market movements over the summer
-
The outlook for US growth
-
An update on inflation and central bank action
-
The impact of the US elections
Monthly Market Views: September 2024
2024_09 - Monthly Market Views-EN Long
Monthly Market Views: September 2024
Weekly Market Directions: 11th - 15th November 2024
Inflation trend is falling
Key takeaways:
- Price pressures in the US and eurozone are abating, although some inflation components could be volatile.
- On the growth front, economic recovery in Europe will continue, and, the US is also likely to avoid a recession.
- This scenario calls for a global approach and a balanced stance across the US and Europe.
Weekly Market Directions: 11th - 15th November 2024
Global Investment Views Infographic: November 2024
Global Investment Views Infographic: November 2024
Mixed economic signals open up opportunities
4 trends identified for the month ahead:
-
Easing inflation positive for government bonds
-
Quality makes all the difference in corporate credit
-
Allure of emerging markets stays high
-
Search for bright spots in equities
Amundi Investment Institute
The Amundi Investment Institute platform combines an explanation of what’s going on in the economy and markets with implications for investors. They produce a range of regular and ad-hoc publications tailored to
a wide range of readers.
Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 08 May 2024. Diversification does not guarantee a profit or protect against a loss. The views expressed regarding market and economic trends are those of the author and not necessarily Amundi Asset Management S.A.S. and are subject to change at any time based on market and other conditions, and there can be no assurance that countries, markets or sectors will perform as expected. These views should not be relied upon as investment advice, a security recommendation, or as an indication of trading for any Amundi product. This material does not constitute an offer or solicitation to buy or sell any security, fund units or services. Investment involves risks, including market, political, liquidity and currency risks. Past performance is not a guarantee or indicative of future results.
Date of first use: 1 July 2024
Marketing Communication