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Cross Asset Investment Strategy - February 2021

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

  

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Global Investment Views

Thematic Global views:
- Taper or not taper: a key issue for markets

This Month's Topic:
- 2021 investment case in equities and how Japan fits into it

Thematics:
- Why we don’t expect the Fed to taper its bond buying programme this year
- Supply vs demand of EMU EGB in 2021
- New money and maybe new powers too: Central Bank Digital Currencies are coming

Markets scenarios & risks

Macroeconomic picture

  

Chinese version

Korean version

 

   

Polish version

Japanese version

 

 

Amundi Research

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Cross Asset Investment Strategy - February 2021
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