Gestionnaires d’actifs

Amundi: interest rates and inflation will continue to rise

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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.

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