Episode 371: Amundi’s Vincent Mortier on Bubbles, Bonds and Being Bullish on Asia

Vincent Mortier, Chief Investment Officer of Amundi, Europe’s largest asset manager and one of the world’s top 10, joined the podcast to survey inflation expectations and where the global economy is headed from here. He shared the questions investors are asking, where he sees valuations going, and finding creativity in the investment process. He also touched on the rise of AI and whether the “AI rally” bears comparisons to the “Dot Com Bubble.” He wrapped up with a discussion on growth projections in Asia and how having ESG-related investment objectives are important to the climate transition. Inside the ICE House: https://www.theice.com/insights/conversations/inside-the-ice-house