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Tracking the trends in a time of rupture - Global Investment views by Outerblue Convictions
Episode 39
Tuesday, 3 February, 2026
After a flurry of headlines and announcements from the annual World Economic Forum in Davos in January, one key message is likely to survive after most of the speeches have been long-forgotten; The world is facing a rupture in the international order. Catching-up last week on her return from the meetings, Monica Defend, head of the Amundi Investment Institute, sat down with our host, Swaha Pattanaik, to share her observations from the ground and on how this rupture is likely to impact our economic research and investment views.As policy, geopolitics and volatility drive the market cycle, we look at what this means for the monetary policy outlook in the US and the key data driving forecasts. We consider some of the short and medium-term trends we're seeing in the markets, particularly gold and the forces driving the record highs, what's been impacting the US dollar, and examine what has been happening in the Japanese market, both for foreign exchange and government bonds.Concise, insightful and timely, this episode is essential listening for investors and asset allocators seeking a clear, expert take on macro-economic signals and monetary policy moves. Tune in for practical perspectives, investment views and the themes that will shape portfolios in the short and medium-term. To learn more, read the article on the same topic: https://research-center.amundi.com/article/diversification-response-ruptureTopics covered: Market forecasts, monetary policy, policy making, investment views, asset allocation, economy, Davos, geopolitics, central bank, Federal Reserve, Japan, Gold, markets, investors, interest rates, bonds, fixed income, FX, foreign exchange, United States, diversification Hosted on Ausha. See ausha.co/privacy-policy for more information.
