Commentary by Monica Defend
4 themes driving markets:
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Multi-speed global economic growth
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Inflation likely to slow down
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Mildly asynchronous central banks
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Domestic politics and international geopolitics
Monthly Market Views: July 2024
2024_07 - Monthly Market Views-EN
Monthly Market Views: July 2024
Weekly Market Directions: 19 - 23 August, 2024
Summer rotation in equities
Key takeaways:
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The market rally seen this year is showing signs of broadening to other sectors.
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A continuation of this rotation depends on corporate earnings, economic growth and rate cuts by central banks.
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Investors should explore attractively priced businesses that show a potential for sustainable growth in earnings.
Weekly Market Directions: 19 - 23 August, 2024
Global Investment Views: August 2024
Global Investment Views: August 2024
Rotation and broadening in equities has started
The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
Cross Asset Investment Strategy: July/August 2024
How long can the Central Banks’ divergence last
Find the latest edition of our monthly publication. Discover insights on Central Banks' policies, US yields, and global financial conditions impacting investment strategy.
Cross Asset Investment Strategy: July/August 2024
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