Contraction > recovery > late cycle

Amundi
By October 6, 2020 11:07

Contraction > recovery > late cycle

CROSS ASSET Investment Strategy Monthly #10
October 2020

Investors have been dealing with rising volatility in equities and initial signs of a fall in the extreme market complacency over the last few months. This is leading to some key divergences such as the detachment of the market from economic reality, which calls for a cautious but not a risk-off stance. Overall, investors should be watchful of companies that will …

Amundi
By October 6, 2020 11:07

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