Outerblue Convictions – Global Investment Views: Bright spots in a trickier phase?

The uncertainties faced by financial markets over the recent months have been making forecaster’s lives difficult. The two big questions over growth and inflation continue to preoccupy. Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, discuss what’s been catching their attention over the past month and how these factors are influencing projections.

Can the US economy maintain the resilience shown so far and will growth continue on an upward trend? How sticky will inflation prove to be? This month discusses how these two elements are crucial to understanding the next steps for the Federal Reserve and, consequently, market direction. It also looks at how these factors are playing out across the different regions and asset classes.

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