In recent years world trade dynamics have definitely shown an accentuated inversion of the globalisation trend and its robust contribution to global economic performance. The Great Financial Crisis (GFC) marked a historic turning point in the degree of global economic integration. Since 2007/08 global trade has entered a period of increasingly protectionist policies (trade barriers, national subsidies, national champions), decelerating growth in trade-intensive sectors, rising policy uncertainty and more recently, trade tensions.
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The day after #8 - Deglobalation could improve diversification but also exacerbate financial contagion
Welcome to Amundi Explains
Welcome to the first installment of our NEW weekly video guide called Amundi Explains series.
The day after #7 - Climate change post Covid-19: A crisis at a crossroad
This year was supposed to be the year in the fight against climate change. Instead, 2020 has become the year of the coronavirus pandemic.
In this new edition of the “Day After” series, where we explore the impact of the coronavirus on investors, we look at what the coronavirus could mean for climate change in the near and medium-term.
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.
The day after #6 - Inflation: persistent headwinds but a possible inflationary cocktail
Since the beginning of the coronavirus pandemic, all eyes have been on the unfolding health catastrophe and the consequences of confinement: economies halted exploding rates of unemployment (in particular in the United States), and rising debt levels. In this extraordinary context, inflation is often overlooked. This is a dangerous mistake, in our view. For investors, now more than ever, it is crucial to keep a very close eye on this metric—in particular, since we may be at the beginning of a complete regime shift