Markets Analysis for March 2025
By Vincent Mortier and Monica Defend
In February, markets showed optimism amidst new trade announcements and inflation risks. Despite uncertainties, positive market sentiment persists with new market highs seen in Europe and expanding rallies in the US. The focus is on inflation concerns, global growth stabilization, Eurozone’s political clarity, and China’s trade stance. Diversification and shifting investments wisely are emphasized.
Bonds
In the Eurozone, a positive stance on bond duration is reinforced due to expected rate cuts. The US is reevaluating Fed rates, anticipating cuts and minimal hike likelihood. Global corporate bonds show promise backed by economic activities and accommodative policies.
Equities
Capitalizing on the market rally, optimism grows for the Eurozone over the US and UK. Preferences include robust companies in Europe and specific sectors in the US. Emerging Markets are neutrally viewed with a positive outlook on India.
Cross-Asset Classes
A positive view on risky assets is maintained with a focus on stock and corporate bonds. Strategic reallocations are made to seize opportunities and bolster resilience against adversities.
For detailed insights, refer to the Global Investment Views March 2025 and Amundi Research Center.
Legal Disclaimer: All information provided is from Amundi Asset Management as of 04.03.2025. Market views may change with time and external factors. It should not be considered financial advice. Contact Amundi Deutschland GmbH for further inquiries.
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