Mid-year Outlook 2025 - Riding out the policy noise - Global Investment Views by Outerblue Convictions

The first six months of 2025 brought many unexpected events and shocks that rocked financial markets and complicated the task of economic forecasters. As we enter the second half of the year, what has changed and what might this mean for the economic outlook for the rest of 2025?

Swaha Pattanaik sits down with Monica Defend, Head of the Amundi Investment Institute, to get her view on the growth and monetary policy outlook for the remainder of 2025.

They discuss the impact of tariffs and geopolitical shifts on growth prospects in the US, China and beyond. They consider which areas might benefit from a weaker US dollar and where yield curves might be heading next.

Finally, they examine the areas of resilience in the markets that could still offer opportunities to investors.

Topics covered: Investment outlook, macroeconomics, forecasts, monetary policy, growth, interest rates, yield curves, bonds, equities, emerging markets, US dollar, China, US, Europe, Fed, debt, valuations, stock market, tariffs, geopolitics, volatility, AI, defense,

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