EU agreement: a powerful answer that can lift further EU assets and ESG investing

Amundi
By July 27, 2020 09:24

EU agreement: a powerful answer that can lift further EU assets and ESG investing

  • The agreement reached among EU leaders at the end of the longest European Council in history regarding a comprehensive package worth €1,824bn – including the Multiannual Financial Framework (MFF) and the Next Generation EU (NGEU) instrument – is a significant achievement and a net positive in the short term for EU assets.
  • The Recovery Fund will increase the resilience of the EU, but it will not stabilise activity in the next 12 months. Indeed, this Recovery Fund will not be operational before the first quarter of 2021. The economic impact will not be felt until 2022. Cyclical stabilisation policies therefore remain the responsibility of the Member States.
  • However, the agreement on the budget is a significant step forward and a game-changer for the EU. For the first time, the EU will mobilise the budget in a counter-cyclical manner. Fiscal policy thus becomes a stabilisation instrument in the event of a crisis.  
Amundi
By July 27, 2020 09:24

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