What are the asset return forecasts for the next decade?

We could see higher growth & lower inflation compared with our 2023 forecasts, partly due to productivity gains from AI's adoption.

Discover more about the 2024 capital market assumptions. ⤵︎
lnkd.in/dK_H4-VS

📜 [ #Insights ] | The current strength of the US economy is fueling a rise in #equitymarkets and yields.
A mid-year slowdown is anticipated, along with ongoing #disinflation .

Read more to see how the late-cycle environment continues to play out. ⤵ lnkd.in/emCHiwtQ

How much longer can the #equitymarkets keep rising and what has been driving this climb?

Giulio Lombardo and Monica Defend, take a closer look at the reasons behind this upsurge and whether we should expect a reversal soon.

Here's a clip from this conversation. ⤵

💹 [ #US Economy ] | Can the US economy remain as resilient in 2024?

Read more to explore the six questions concerning the weakness behind #US resiliency. ⤵︎ ow.ly/vcO450R8fPX

🦋 [ #Insights ] | How can we ensure a more comprehensive integration of #biodiversity impacts into investment frameworks?

Read the ESG Thema #15 to get further insights on the emergence of these biodiversity measurement tools. ⤵︎
lnkd.in/eCvX4JcT

What factors will be most important to judge market direction going forward?

Swaha Pattanaik sits down with Monica Defend, to discuss the state of play and whether the current market sentiment has changed Amundi’s own views.

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📜 [ #Insights ] | In this month's Global Investment Views learn more about how major Developed Market central banks may respond to slowing #inflation . ⤵
ow.ly/sOMc50QNFau

🎙 [ #Radio ] | Don't miss David Poh, Head of Investment and ESG Strategies, South Asia, Amundi market insights as he to unpacks recent developments in Singapore, APAC region, and globally during his interview with moneyfm893 . ⤵
ow.ly/xXyI50QMkFW

4 key themes driving markets in the weeks to come:

✅ US domestic demand weakening
✅ Inflation could continue to fall
✅ Central banks to cut policy rates
✅ Corporate earnings could become more important

Watch the full commentary by Monica Defend⤵︎
youtu.be/QrLsTtXXT3k

📈 [ #CreditMarkets ] | In what turned out to be another volatile year, credit markets remained resilient in 2023, posting both positive excess and total returns.

Read the complete paper for in-depth analysis ⤵
lnkd.in/ekvtaQUH

Join us for the “Overcoming roadblocks to implementation” event on the 13 and 14 of March where Caroline LeMeaux and experts will discuss shareholder activism and prioritising long-term climate solutions over fossil fuel profits.

Register now: ow.ly/oita50QIlPx

📜[ #ResponsibleInvestment ] In today’s climate crisis context, institutional #investors are grappling with defining their approach to responsible investing. 🌍

Read the full paper for in-depth insights in today’s dynamic environment ⤵
ow.ly/K9rw50QGK24

🌎 [ #EmergingMarkets ] | At a time when the growth outlook for advanced economies is gloomy, emerging markets show growth resilience for 2024.

Learn more. ⤵︎
ow.ly/6rK050QFw6e

Grégoire Pesques from Amundi revealed “the goal this year is to continue to add duration, but not at any cost.” Pesquès advised that it is important to look at each market and use the real yields as a guide to determine where to extend duration. ⤵ ow.ly/ENnZ50QC4aG

📜 [ #Insights ] Dive into the insights on navigating a challenging rate-cut path for central banks and the evolving economic landscape.

Discover detailed investment consequences in our Global Investment Views (Institutional Investors) ⤵
research-center.amundi.com/article/global…

📣[ #FinancialResults ] On Wednesday 7th February, Amundi published its Q4 and FY 2023 results.

Amundi achieves excellent performance in 2023 and continues to develop in a difficult market environment.

🔎To see our complete results ⤵️
about.amundi.com/article/2023-4…

4 key themes drive the markets in the weeks to come:

✅ Weakening #US labour market
✅ Risks of subdued growth in Europe
✅ Uncertainty in #China in the near term
✅ Geopolitical tensions may remain in focus

▶️Watch more from Monica Defend, Head of Amundi Investment Institute.

📜[ #AI ] We just released a groundbreaking Thematic Paper on the impact of #ArtificialIntelligence on economic growth. 🚀

Check out the full Thematic Paper for a deeper dive into the fascinating world of AI ⤵
research-center.amundi.com/article/will-a…

🇩🇪 #Märkte | Die Auswirkungen der Aussetzung des Verkehrs im Roten Meer sind eher regional als global, aber die Dauer wird der Schlüsselfaktor sein, den wir beobachten müssen. Mehr in unserem „Weekly Market Review“:⤵
➡ ow.ly/F7nI50Qvr40

📜 [Instit.Invest.] Discover our latest #ThematicPaper on China’s economic shift.

Check out the full paper for in-depth analysis and investment perspectives ⤵
ow.ly/puRZ50QtT3e

#ChinaEconomy #InvestmentInsights