Outerblue Convictions - Global Investment Views: A relief rally, excess optimism overdone

Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast. The significant market trends at play are addressed, along with the macro economic outlook post US CPI data publication, China’s growth outlook for 2023 and the earnings’ season results, to conclude with Amundi’s asset allocation. Discover the Global Investment Views - December 2022 article:  https://research-center.amundi.com/article/global-investment-views-december-2022    -------------------------------  DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi.    Hosted on Ausha. See ausha.co/privacy-policy for more information.