Bonds, Equities, and Growth Divergences

Amundi Investment Institute’s Weekly Market Directions (8 September 2025) reviews key macro and market shifts across regions.

• UK yields: 30-year gilts surged to 25-year highs amid fiscal worries and sticky inflation, though short-term maturities may offer relative value.

• Equities: UK companies look attractively priced with strong dividends; in Europe, mid-cap firms tied to domestic demand present opportunities.

• Global data: US services accelerated while manufacturing recovered; Eurozone PMIs showed modest growth; Asian manufacturing rebounded despite tariff concerns.

Which segments across bonds and equities provide the best balance of value and resilience? 

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