The perspective of a turnaround in monetary policy is not going to vanish, and the tapering topic will be back probably sooner than later.
Amundi Asset Management
2023 Top 500 ranking: 8
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White papersGlobal growth forecast revised higher, again
”As long as inflation is not resurging, better growth should support equities. We favour a diversified*global approach and selective stories, such as India.”
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White papersMacroeconomic and financial market forecasts - April 2024
Macroeconomic forecasts as of 12 April 2024
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White papersMacroeconomics, Geopolitics, and Strategy - April 2024
”The BoJ does not have the right conditions to hike in 2024 or 2025.”
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