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Blue Convictions - SPECIAL COVID-19 ep#5 - The USA: opportunities in a market expecting a deep recession
Tuesday 07 April 2020
Podcast, Research / Market
The pandemic hit the USA, now the new epicentre of the storm. Fiscal and monetary stimulus came fast and in huge volumes to support the economy. The recession is already priced by the US market but opportunities can be cought for long-term investors. Dominique Carrel-Billiard, Head of Institutional and Corporate clients division, takes the micro to interview Monica Defend, Global Head of Research and Ken Taubes, CIO of US investment management, for this new episode focusing on the USA. What are the macroeconomic analysis key take aways? Which themes to play in both equities and fixed income markets? Our experts give you the answers.
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