As the new decade dawns upon us, we are beginning to see the light at the end of the tunnel. The unprecedented nature of the current crisis required correctives on multiple fronts on a global scale. With many of these measures in place or in the pipeline, the much-awaited recovery is within reach, but the path forward remains arduous, nonetheless.
While we can afford to breathe a sigh of relief having avoided the cliff edge, we remain wary of the tasks that lie ahead in the spirit of the much-celebrated Amanda Gordon’s “The Hill We Climb” to “have our eyes on the future”.
In Amundi’s 2021 Medium- and Long-Term Forecasts, we present a summary representation of possible evolutions of the macro-economic landscape and their impact on the multi-asset investment universe, complemented by the outlook for alternative assets. In line with previous editions, we continue to provide coverage for a multitude of narratives that are singularly relevant considering the current crisis and its ongoing aftershocks. Notably, our focus spectrum now includes ESG (Environmental, Social and Governance), a factor that we believe will play a significant role in moulding future investment opportunity sets.
You can now read the full whitepaper at the link below
