Audio Stream
Marked by the most severe recession in modern history, 2020 was an unprecedented year. With the global pandemic continuing, we enter 2021 with a mildly positive outlook for the upcoming recovery, but with the assumption that the path to pre-crisis growth levels will be long and uncertain. Against this backdrop, investors should be ready to play rotations in their portfolios, favouring cyclical themes but also keeping a strong focus on quality. Monica Defend, Global Head of Research, gives her key takeaways of the year 2020 and assesses Amundi’s market scenario and asset allocation for 2021.
To go further, discover the related article
2021 Investment Outlook - Market rotations...
-
Iran: A temporary shock or a persistent shift? - Global Investment views by Outerblue Convictions
-
Fragmented forces shaping the markets - Global Investment views by Outerblue Convictions
-
Tracking the trends in a time of rupture - Global Investment views by Outerblue Convictions
-
Monetary policy resolutions for a new year - Global Investment views by Outerblue Convictions
-
2026 Investment Outlook - Keep it turning - Global Investment views by Outerblue Convictions