Asset Managers

Amundi: interest rates and inflation will continue to rise

Vincent Mortier, Deputy Chief Investment Officer at Amundi

Long-term interest rates will continue to rise, as will inflation. And the correlations between German government bonds and equities will become positive again. That's a tough sell for the management of multi-asset portfolios. Fortunately, there are alternatives such as swaps and floating rate notes. And value stocks are preferred in an environment of rising interest rates and inflation.

Register or log in to continue reading. Investment Officer is an independent journalism platform for professionals working in the Luxembourg investment industry.

A subscription is free for professionals working at banks and independent asset managers.