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Cross Asset Investment Strategy - October 2020

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

  

vignette SOMMAIRE

Global Investment Views

Thematics:

You asked, we answer

- Fixed income dynamics in the current monetary and fiscal landscape

- Is France still on track to reduce its competitiveness gap vs. Germany?

- Japan: Policy continuity expected under Suganomics

This month's topic:

Contraction > recovery > late cycle: the cycle round trip is confirmed Advanced Investment Phazer: top-down assessment

Markets scenarios & risks

Macroeconomic picture

 

 

 

 

 

Amundi Research

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Cross Asset Investment Strategy - October 2020
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