Interview with Monica Defend
4 themes driving markets:
Watch the full interview with Federico Cesaraini, Head of DM FX, Cross-Asset Strategist and Monica Defend, Head of Amundi Investment Institute.
Central banks kept rates steady
Deal or no deal, prepare for a volatile summer
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 and learn more about how global equities hit new highs in July amid trade deal optimism and U.S. growth hopes, even as rising tariffs and bond yield movements point to underlying market volatility and debt concerns.
The evolving Israel–Iran conflict
US strikes on Iran triggered missile retaliation and a fragile ceasefire. Markets reacted cautiously with oil settling near $68, while geopolitical tensions remain elevated and uncertainties persist.
*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