March - GIV Infographic

Friday 08 March 2024

March 2024
  
In this edition of Amundi's Global Investment Views Infographic;

Markets, economy and valuations: debate rages on

Markets have remained buoyant on the back of resilient economic activity so far. But high valuations in some segments and indications of weak economic growth ahead keep us vigilant. We explore areas with attractive earnings prospects.

4 trends identified for the month ahead:
1. A recent move up in yields keep bonds attractive
2. Strike a balance between quality and yield in credit
3. As stocks hit new highs, earnings strength in focus
4. India continues to deliver strong growth in EM

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*Diversification does not guarantee a profit or protect against a loss


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