- Global Investment Views - December 2019
Global Investment Views - December 2019
Wednesday 27 November 2019
Research / Market
Global Investment Views - December 2019 - CIO Views
In recent weeks equities rallied along with bond yields as investors reacted to the prospect of a US-China ‘phase one deal’ and fading global recession fears. The value of negative yielding bonds continued to fall, from US$17 trillion over the summer to the current US$12.5 trillion. While equities were previously overshadowed by the excessive gloominess on the global economy and earnings, markets rebounded after corporate results in the US and Europe met or exceeded low expectations, and as economic data did not show any material worsening. The mantra now seems to be ‘not so bad is the new good’.
Global Investment Views - April 2019
Risky assets have been in a very strong uptrend since the beginning of the year. The key question now is, where do we go from here? There are two main driving forces to focus on in the current context.
Global Investment Views - May 2019
CIO views: High conviction ideas from Amundi Global Investment Committee.
Cross Asset Investment Strategy - May 2019
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