- Global Investment Views - February 2021
Global Investment Views - February 2021
Wednesday 27 January 2021
Global Investment Views - February 2021 - CIO Views
Markets closed 2020 on strong footing and the recent Democratic sweep in the US makes a greater fiscal push more likely, leading us to lift our 2021 GDP growth forecast for the US to 5.2-5.7%, 1% above previous estimates. This marks a great divergence between the US and the rest of DM, where we have been lowering our forecasts...
Investing in post-Covid-19 European private debt markets: focus on selection
Private debt markets have grown rapidly since the Great Financial Crisis (GFC), with global assets under management (AuM) tripling, from $275bn in 2009 to over $850bn in 2019. The European market accounts for about a third of these assets.
ESG Investing Awards 2021: 3 prizes for Amundi!
The ESG Investing Awards 2021 granted Amundi 3 awards related to its Responsible Investment.
2021 investment case in equities & How Japan fits into it
Although the global recovery began to be priced in last year, the current pro-cyclical rotation is likely to continue.