During this webinar, our experts Vincent Mortier, Group Chief Investment Officer, Monica Defend, Head of Amundi Investment Institute & Chief Strategist, and Didier Borowski, Head of Macro Policy Research explored potential scenarios, assessed the outlook for energy markets and inflation, and examined the regional and cross-asset implications for investors.
Key convictions
- The most likely scenario is a temporary, contained shock to energy prices that will not derail the global economy.
- The impact will vary by region, depending on whether countries are net importers or exporters.
- The current situation may accelerate moves toward energy autonomy and independence in the name of national security.
- Central banks are expected to remain on the sidelines with a wait‑and‑see stance.
- It is more important than ever to separate short‑term tactical perspectives from medium‑term strategic views, which remain unchanged.
- We believe diversification remains central, and that investors are likely to find new opportunities - perhaps already - particularly in Europe and emerging markets.
You can now watch the full webinar at the link below
