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Shifts & Narratives #8
Monday 20 September 2021
Market News
Investors have enjoyed stellar performances over the last twelve months. A 60/40 traditional global equity/bond portfolio1 returned around 19% on a one-year horizon, well above even the rosiest expectations of the recovery from the Covid-19-induced slump. The S&P 500 is up +100% from last year’s bottom – an iconic figure that says a lot about the buoyant market sentiment.
Post-summer check-up on the regime shift.
Other news
Weekly Market Directions 29th April 2024
(Week 22 April – 26 April) In this edition of Amundi's Weekly Market Directions; Euro area: Worst over, slow recovery ahead
Weekly Market Directions 22nd April 2024
(Week 15 April – 19 April) In this edition of Amundi's Weekly Market Directions; Global growth forecast revised higher, again
GIV Infographic - April 2024
Global Investment Views.