Commentary by Monica Defend
4 themes driving markets:
- Markets remain highly sensitive to inflation.
- Global growth to remain reasonably resilient.
- Europe supported by a clearer ECB path.
- China aims to avoid a disruptive trade war.
Monthly Market Views: March 2025
2025_March_ Monthly Market Views_EN Long
Monthly Market Views: March 2025
Weekly Market Directions: Week of 10-14 March 2025
Positive mood in Emerging Markets
Key takeaways:
- China’s policy makers are ready to provide additional easing should domestic consumption fail to improve.
- The recent news of the development of Chinese cheaper AI systems has lifted sentiment in the Chinese tech sector.
- Weakness in US markets may boost foreign investors’ appetite for China and other emerging markets such as India.
Weekly Market Directions: Week of 10-14 March 2025
Global Investment Views Infographic: March 2025
Global Investment Views Infographic: March 2025
Markets between love and fear
4 trends identified for the month ahead:
- Broadening of the rally to Europe and India
- Government bonds may offer respite in times of stress
- Quality could make all the difference in credit
- EM yields may boost returns
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Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 08 May 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: 1 July 2024
Marketing Communication