Must read articles

Share
the-day-after-1-Slider-1280x400.jpg
Thematic Paper Covid-19 Regime shift
4.05.2020 17

The day after #1 - Covid-19: the invisible hand pointing investors down the road to the 70s

Published 

4 May, 2020

> 10 minutes
4.05.2020
17
The day after #1 - Covid-19: the invisible hand pointing investors down the road to the 70s
Published 

4 May, 2020

> 10 minutes

Abstract

Without a doubt, the Covid-19 pandemic is shaking the financial industry like never before. But this is not the first time the world has faced a pandemic of this scale, nor is it the first time that public policymakers, business leaders and pundits have asked: “Is it different this time around? Are we at a turning point?”.

In this new series of papers entitled “The Day After”, we share with our clients our thinking on what the long-term implications of the current, unprecedented crisis on the investment landscape could be.

To start “The Day After” series, in this first paper – Covid-19: the invisible hand pointing investors down the road to the ‘70s – we distill the key conclusions of a new work. We highlights the key reasons the current crisis could be the trigger for a regime shift that could, in the long run, lead to a new equilibrium with features similar to those seen in the ‘70s. The road back to the ‘70s will take time to travel and will not be straight. In the journey along this road, investors will need to stay active and rethink their investment approaches around some key principles, which combined represent the new toolbox for the 2020s.

Discover more in the full paper on

  • The Covid-19 pandemic is the trigger for a new financial regime
  • The inheritance from the 2010s: a regime of abnormally strong risk adjusted returns
  • Resetting performance targets: adding risk is not a panacea
  • Investment implications of a road back to the ‘70s
  • The investor road to the new decade: new wine and new bottles

 

To find out more, download the full paper

All Covid-19 article(s)

This website is solely for informational purposes.
 
This website does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service. Any securities, products, or services referenced may not be registered for sale with the relevant authority in your jurisdiction and may not be regulated or supervised by any governmental or similar authority in your jurisdiction.
 
Furthermore, nothing in this website is intended to provide tax, legal, or investment advice and nothing in this website should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. There is no guarantee that any targeted performance or forecast will be achieved.

Get in touch with us

Our online help service is available to answer your question.

My personal information

If you have a question about our company or one of our products, please complete the form to get in touch. Please do not mention your account numbers or critical data in this form.

Civility*
CAPTCHA This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

(*) Required fields
All our job offers (Permanent and temporary position, Internship, Apprenticeship or VIE) are available on our dedicated website: https://jobs.amundi.com.

Register and apply directly online.

Amundi on Twitter