Amundi’s Post

🌍 2025 Market Outlook: Wheels Down, Elevation Up! 📈 The world is shifting into a new normal—higher growth, inflation, and interest rates. Are you ready to adapt? Nuveen’s Global Investment Committee shares 5 key themes to guide your portfolio strategy for 2025. 🔗 Dive into the full outlook here: https://lnkd.in/guabrSXW . . . #Nuveen #EconomicOutlook #InvestmentStrategy #PortfolioPlanning #2025Trends

We have reached mid-year with some solid returns under our belts right across the portfolio risk spectrum. Despite widespread expectations last year of a global economic slowdown in 2024, this has not really materialised. On the contrary, we are now looking at improving data and raised economic forecasts compared to a few months ago, whilst at the same time the deflationary trend, in the main, continues. Read our investment review for Q2 2024 straight from the desk of our Chief Investment Officer, Mark Robinson, to learn more about our current positioning and thoughts on markets. Download the full review here - https://lnkd.in/e6jZJTxm #investmentupdate #interestrates #financialmarkets #investments

Some thought-provoking insights from Azad Zangana during his presentation on 3D Reset and the macroeconomic implications at Schroders Investment Conference. He predicts: 1. Higher inflation for longer 2. Tighter monetary policy 3. Increased volatility 4. Reshaped global supply chains 5. More investment in technology If you want to read more about The 3D Reset, visit: https://okt.to/Nd5OwU #SchrodersInvestmentConference #SIC2024 #3DReset #Schroders

In PIMCO's latest Cyclical Outlook, discover why they feel that "The global investment landscape is set to be transformed in the months ahead as the trajectories of major economies diverge more noticeably." Click here to read: Cyclical Outlook: Diverging Markets, Diversified Portfolios https://ow.ly/GvTV50Rca8Y

In PIMCO's latest Cyclical Outlook, discover why they feel that "The global investment landscape is set to be transformed in the months ahead as the trajectories of major economies diverge more noticeably." Click here to read: Cyclical Outlook: Diverging Markets, Diversified Portfolios https://ow.ly/GvTV50Rca8Y

Sentiment is shifting in navigating the investment headwinds. With strategic adjustments and a narrowing expectation gap, there is a renewed enthusiasm for market calibration. #InvestmentInsights #EconomyWatch #InflationUpdate #CapitalGame #MarketCalibration

Sentiment is shifting in navigating the investment headwinds. With strategic adjustments and a narrowing expectation gap, there is a renewed enthusiasm for market calibration. #InvestmentInsights #EconomyWatch #InflationUpdate #CapitalGame #MarketCalibration 

Markets advanced in 2024 as the Fed joined global peers in shifting monetary policy toward easing. With election-related uncertainty behind us, investors can now focus on the opportunities ahead. Check out PGIM’s Investment Themes for insights from PGIM asset managers on key trends they believe warrant attention as 2025 gets underway. https://on.pru/3ZWG9XG

Markets advanced in 2024 as the Fed joined global peers in shifting monetary policy toward easing. With election-related uncertainty behind us, investors can now focus on the opportunities ahead. Check out PGIM’s Investment Themes for insights from PGIM asset managers on key trends they believe warrant attention as 2025 gets underway. https://on.pru/3ZWG9XG

💹 [#Inflation]What is inflation, and why should investors pay attention to it?   Amundi's Head of Investments & ESG Strategies, South Asia, David Poh discusses the impact of inflation and how it affects the #economy.   Watch the full video here: ⤵︎