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Cross Asset Investment Strategy - December 2020

Cross Asset Investment Strategy - Find the latest edition of our Research team's monthly publication

  

vignette sommaire

Global Investment Views

Thematic - Global Views:

-  The vaccine is a binary event for the markets, not for the economy

This month's topic:

-  Big Tech at the crossroads…

Thematics:

Q3 2020 reporting season surprised on the positive side

Heading into 2021, what do we think about credit markets?

A few reasons why the Covid crisis may lead to less deglobalisation than thought

Markets scenarios & risks

Macroeconomic picture

 

   

Spanish version

Chinese version

 

Korean version

Polish version

Japanese version

 

 

Amundi Research

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Cross Asset Investment Strategy - December 2020
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