The Covid-19 crisis drove the global economy into an unprecedented deep freeze in the first half of 2020. The combination of monetary and fiscal stimulus will help the global economy de-freeze in H2. As was the case with the virus cycle, the recovery will be sequential and involve different regions at different times - on a ‘first in, first out’ basis - and will depend on the size of the policy response. As the global economy gradually de-freezes, investors will turn their focus back to geopolitics. 

What are the main economical and investment themes to focus on for the second half of 2020? What are the key drivers investors should monitor? Jean-Jacques Barberis, Head of Institutional and Corporate Clients Coverage interviewed Vincent Mortier, Deputy CIO and Monica Defend, Global Head of Research, to answer to these questions.

To go further, discover the related article

h2-2020-investment-outlook-investing-during-a-de-freezing-cycle-Slider.jpg
H2 2020 Investment Outlook - Investing during...

Authors

RC - Author - BARBERIS Jean-Jacques
Jean-Jacques BARBERIS
Head of Institutional and Corporate Division and ESG, Executive Committee Member
RC - Author - Vincent Mortier
Vincent MORTIER
Group Chief Investment Officer, Amundi
RC - Author - DEFEND Monica
Monica DEFEND
Head of Amundi Investment Institute & Chief Strategist