- Cross Investment Views - April 2020
Cross Investment Views - April 2020
Tuesday 07 April 2020
Markets (financial cycle) are leading the economic cycle and will bottom out before the end of the coronavirus pandemic. However, they would stabilise once reassured on three points: • The cyclical pattern of the pandemic, or when there is some sign of an improvement on the speed of the contagion. This depends on the ‘time’ variable (extension of the crisis period) and on the mobilisation efforts (containment measures introduced in different countries). There is still a lot of uncertainty at this point
Contagion speed is key for markets to reach a turning point
The day after #5 - New Frontiers for Central Banks
For several years now we have argued that the social theme, and in particular the issue of social inequality, was becoming a major issue for various global economies and for investors, both institutional and retail.
Welcome to Amundi ExplainsWelcome to the first installment of our NEW weekly video guide called Amundi Explains series.
28th May 2020
International stock markets closed positive again yesterday, although Wall Street ended the day just shy of the day's highs and the S&P 500 index failed to close above the psychological threshold of 3,000 points.This was mostly due to the correction seen in technology stocks and online stocks in general, which have supported the market's recovery thus far.Conversely, the sectors that have suffered most in the pandemic, such as airlines, holiday and cruise companies, are making a comeback – although they do have a lower weight on the large indices.