This month’s episode is a special focus on the macro-economic outlook and investment themes for 2023 and beyond.
Swaha Pattanaik and Monica Defend, Head of Amundi Institute, discuss Amundi’s expectations for growth and inflation for the coming months and what this might mean for central bank monetary policy.
Monica also shares some of the things featuring on her crowded Wall of Worries this month, and talks about some of the areas and asset classes to watch in terms of investment opportunities in the rest of the year.
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