- Cross Asset Investment Strategy - July 2020
Cross Asset Investment Strategy - July 2020
Thursday 25 June 2020
Research / Market
Cross Asset Investment Strategy -
Find the latest edition of the monthly publication of our Research Team.
Amundi Pension Funds Letter n°9
The Covid-19 crisis: two sides of the same coin for pension funds
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.
ECB QE Monitor - May 2020
The Eurosystem started its QE in March 2015.