Outerblue Convictions – Global Investment Views – Ears to ground

Focus over the past month has been fixed on central bank policy, most particularly on the Federal Reserve. Their September meeting finally brought the Fed’s first rate cut in four years. What are the core points for investors to note? Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, unpack all the elements to look at the data, the market expectations, the surprises, and what might be next for the other central banks.

The episode continues with a review of the movements in the equity markets as we continue to see large divergences in valuations. We also turn to China, as markets anticipate it might emerge from a period of gloom with a new fiscal stimulus package that could be a gamechanger. Finally, we look at the bond markets and how the differences in this economic cycle requires a flexible approach to fixed income.

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