Outerblue Convictions – Global Investment Views: No time to change course

The turmoil of March may be behind us, but market signals are conflicted about what comes next. A disconnect has appeared as bond markets look to price in a recession in the US, whilst on the equity side earnings expectations still appear overly optimistic. Against this back-drop, investors are wise to keep plotting a cautious course.      Swaha Pattanaik caught up with Monica Defend, Head of Amundi Institute, after her return from the IMF Spring Meetings, to find out what the mood in Washington was like and how it compares to Amundi’s own views on the outlook for global economies over the coming months. Discover the Global Investment Views - May 2023 article:  https://research-center.amundi.com/article/global-investment-views-may-2023   -------------------------------  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.