CIO views: High conviction ideas from Amundi Global Investment Committee
Amundi
2024 Top 500 ranking: 8
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White papersGlobal Investment Views - October 2024
Capital markets whipsawed between a weakening US labour market and hopes that the Fed would successfully steer the economy towards a soft landing. Markets are optimistically interpreting the latest policy action, which could potentially boost consumption and investment. The other narrative is that the Fed would not have implemented a big cut without having apprehensions on the economic front.
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White papersGlobal equities — a staple ingredient in your portfolio
Empirical evidence shows that equities have been a consistent source of long-term returns, outperforming other asset classes over multiple decades. In addition, that longer equity holding periods may help reduce risk and improve performance.
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White papersChinese stocks rebound
“PBoC’s stimulus has enthused the markets and is a welcome step. For a lasting impact on the economy, we believe additional fiscal measures are essential to encourage consumer spending and improve labour markets.”
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