February - GIV Infographic
Tuesday 19 March 2024
February 2024
In this edition of Amundi's Global Investment Views Infographic;
A challenging rate-cut path for central banks
While US economic data has been robust so far, there are risks of a slowdown in the near term. With a diversified* stance, we seek opportunities in areas where growth is likely to be resilient and asset valuations are cheap.
4 trends identified for the month ahead:
1. Play the shift toward Asian equities
2. EU quality is the way forward in credit
3. Bonds in focus, with an agile stance
4. Selective in EM fixed income
