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2024 Capital Market assumptions: scenarios and asset return forecasts for the next decade by Amundi

The next decade could see higher growth and lower inflation, partly due to AI adoption's productivity gains, according to Amundi's latest investment forecast.
Deeper Thought

Delays in climate policy, rising geopolitical tension and the adoption of Artificial Intelligence (AI) are reshaping the long-term economic pathway. The evolution of these trends and the impact of high valuations in some areas will determine future expected returns. Bonds as a portfolio engine are back, while equity will see a reversal with the renewed appeal of global and Emerging Market equities. Emerging Market bonds, Hedge Funds and Private Debt will also become more attractive thanks to their diversification benefits.

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