Outerblue Convictions - Global Investment Views: Rally fatigue: dichotomy between markets and economy too wide

It’s still early in 2023, but the markets have been broadly moving higher. What’s been driving the recent rally and how strong are its foundations?     Swaha Pattanaik caught up last week with Monica Defend, Head of Amundi Institute, to take a closer look at the bond and equity markets and the reasons why investors should show caution at this time. Discover the Global Investment Views - March 2023 article:  https://research-center.amundi.com/article/global-investment-views-march-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.