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2013 and beyond: what are the likely scenarios and which allocations to make?

As 2012 draws to a close after three years of debt crises with sharply different risk profiles, it is useful to spend some time examining the outlook for the future, not just as regards the immediate future (2013) but also the coming years. This article aims not only at presenting the various scenarios and current risks but also at drawing conclusions for macroeconomic and earnings forecasts, including investment strategies.

Philippe ITHURBIDE, Global Head of Research, Strategy and Analysis at Amundi

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2013 and beyond: what are the likely scenarios and which allocations to make?
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