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January - GIV Infographic
Thursday 11 January 2024
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January 2024
In this edition of Amundi's Global Investment Views Infographic;
Bonds and EM stand out in Santa rally
The year-end exuberance led by falling inflation and changing stance of central banks boosted the markets. We are mindful of speculation and stay defensive and committed to long-term convictions around quality, EM and diversification*.
4 trends identified for the month ahead:
1. Bonds aid portfolio diversification*
2. Seek balance in credit
3. Explore EM and be selective
4. Don’t pop the champagne yet in equities
*Diversification does not guarantee a profit or protect against a loss. Unless otherwise stated, all information contained in this document is from Amundi Asset Management and is as of 11 January 2024.
Important information
Unless otherwise stated, all information contained in this document is from Amundi Ireland Limited and is as of 11 January 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 Ireland Limited 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. All investors should seek professional advice prior to any investment decision, in order to determine the risks associated with the investment and its suitability. 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: 11 January 2024
Global investment views.
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