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Cross Asset Investment Strategy - November 2020

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

  

Vignette sommaire

Global Investment Views

Thematics:

- HY default cycle and rating changes: how it is “different” this time

Bonds that are not really binding

Thematic - Global Views:

- Write hard and clear about what hurts

This month's topic:

-  Addressing the legacy of the crisis in the EM: the right policy mix in an uneven recovery

Markets scenarios & risks

Macroeconomic picture

 

 

 

 

 

Amundi Research

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Cross Asset Investment Strategy - November 2020
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