Interview with Monica Defend
4 themes driving markets:
Watch the full review with Monica Defend, Head of Amundi Investment Institute.
Asia and EM equities lead
Markets content with a 'not too cold' economy
The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
Find the latest edition of our monthly publication, exploring what's driving the recent commodity volatility with our outlook on gold, silver, copper and oil and what could a Warsh-led Fed mean for markets.
Takaichi’s landslide: Japan’s fiscal renaissance begins
Sanae Takaichi’s unexpected LDP landslide could mark the start of a fiscal turning point for Japan: a clear mandate for “Sanaenomics” that boosts equity upside but risks pressure on the yen and JGBs. What would be the likely path of the country’s fiscal policy from here?
*Diversification does not guarantee a profit or protect against losses.
Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 29 November 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: 29 November 2024
Doc ID: 4062410