Outerblue Convictions - Global Investment views: Play the desynchronization of the cycle

Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast.   Inflationary pressures, persistent bottlenecks and tightening financial conditions : these factors have been fairly persistent since the start of 2022.   The context is highly volatile and central banks are continuing to take actions.   How might things evolve?   What impact all of this is having on corporate earnings?  How should investors re assesses their asset allocation?     Global Investment Views - July 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.