Investment Convictions
What do you view as the principal risk to the 2024 macroeconomic outlook?
Slump in consumer spending
FED pivot on rates
Presidential elections
Boom in investment spending
Slump in consumer spending
FED pivot on rates
Presidential elections
Boom investment spending
27%
26%
12%
12%
What are the themes that will have the biggest impact on investments in 2024 in the US?
Compare your answer
During the Amundi Investment Seminar, which took place in Rome early in October, we asked our investment professionals questions to help us define a forecast for what 2024 will be like for the economy, geopolitics and investments.
Compare your answer to the top 5 chosen by our Investment Professionals.
Weaker labor market
12%
Weaker labour market
Global slowdown to spillover
Bond market fragmentation risk
ECB excessive tightening
Energy prices
Russia-Ukraine war
Global slowdown to spillover
25%
Bond market fragmentation risk
21%
ECB excessive tightening
17%
Energy prices
15%
Russia-Ukraine war
11%
What do you view as the principal risk to the 2024 macroeconomic outlook?
Compare your answer
Compare your answer to the top 5 chosen by our Investment Professionals.
What are the themes that will have the biggest impact on investments in 2024 in the EU?
Slump in consumer spending
27%
FED pivot on rates
26%
Presidential elections
12%
Boom investment spending
12%
Weaker labour market
12%
What do you view as the principal risk to the 2024 macroeconomic outlook?
Compare your answer
Compare your answer to the one that received most votes by our Investment Professionals
Pick your #1 risk to the macroeconomic Outlook
Spike in oil prices
Rate hikes
start to bite
Crash in private market
The #1 risk is by far the most relevant (with three times as many votes as the following two answers, which tied for second place).
Top 3 risks to the 2024 macroeconomic outlook
1
2
2
What do you think will be the best performing asset class over the coming year?
What would you choose?
Click and see what is the choice of our investment professionals.
The size of the circles represents the relative preference of the participants at the Amundi Investment Seminar held in Rome in October 2023.
Gold
Oil
Equity
IG Credit
HY
Credit
EM Debt
Govies
Cash
Expected best performing Equity market in 2024
Expected biggest driver for a global Fixed Income portfolio in 2024
Long Duration
US
Value
What could be the surprise that is hardest to manage next year?
What would you choose?
Click and see what are the choices of our investment professionals.
Breakdown in correlations
Liquidity drainage
Tightening credit conditions
What would you choose?
Click and see what are the choices of our investment professionals.
What could be the surprise that is hardest to manage next year?
Breakdown in correlations
Liquidity drainage
Tightening credit conditions
«Breakdown in correlations» was the answer which received the most votes. Other surprises under the spotlight were «Tightening credit conditions» and «Liquidity drainage».
Equity
Govies
EM
Debt
HY
Credit
IG Credit
Oil
Cash
Gold
What could be the surprise that is hardest to manage next year?
UK
Japan
EM
China
Europe
India
US Growth
Yield curve positioning
HY credit
FX
IG credit
Short duration