- Cross Investment Views - May 2020
Cross Investment Views - May 2020
Friday 01 May 2020
The aftershocks of the Covid-19 earthquake
After closing one of the worst quarters ever for equity markets, Q2 started on a high note, with indices (S&P 500 and Euro Stoxx 600) recovering markedly from the bottom hit during the previous month. There is clearly a battle between bull and bear forces taking place. On the bull side, extraordinary policy actions continue to propel market sentiment (signals of virus-peaking in Europe and hopes of sooner-than-expected re-opening). On the bear side, deteriorating fundamentals from the earnings season and the sustainability of the mounting debt pile will be key risks. The tug of war between sentiment and fundamentals is just the first in a long list of battles in course. The most important will be the duel between liquidity and solvency in which the focal point that could shift power from one side to the other is the pandemic’s evolution. How long it will last is the key variable that will determine the shape of recovery, which Read More
This month's topic - Investment Phazer Update: downward trend is confirmed
Cross Asset Investment Strategy October 2019
Central banks have confirmed the shift to a much more accommodative stance.
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.