- Emerging Markets Charts & Views - Market dislocation creating long-term opportunities
Emerging Markets Charts & Views - Market dislocation creating long-term opportunities
Tuesday 19 May 2020
Research / Market
Two major drivers are shaping the landscape for EM countries: Covid-19 and oil dynamics. We are mindful that current events will have very significant negative effects on the economic outlook for EM this year, leading many countries into recession. However, for those experienced in financial markets, shocks are nothing new, particularly within EM. The GFC and the US-China trade war are two recent examples of crises that we have learned from and that mean the current shock has not caught us unprepared...
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.