Q4 visibility has shrunk as new lockdown put at risk the recovery. EPS rebound should resume in 2021 given the base effect, the ramp-up of stimulus and a potential easing of containment measures alongside the progress made to curb the pandemic.
Amundi Asset Management
2023 Top 500 ranking: 8
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White papersECB’s next move should be a rate cut
”Inflation remains the main driver of central banks’ policy actions. We could see more appetite for European bonds as the ECB looks on track to start cutting rates in June.”
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White papersA window of opportunity for European equities
Equities have performed very well in the first quarter of the year. Where do we go from here?
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White papersGold: “Things are now in motion that cannot be undone…”
A false sense of security as the economic cycle appears to be returning to ‘normal’. It’s not.
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