A year of divergence 2021 outlook

Amundi
By January 11, 2021 15:44

A year of divergence 2021 outlook

A year of divergence 2021 outlook

2020: an extraordinary year
2021: an unsynchronised recovery 

After an unprecedented 2020 marked by the most severe recession in modern history and a global pandemic still underway, we enter 2021 with a mildly positive outlook for the upcoming recovery, but with the assumption that the path to pre-crisis growth levels will be long and uncertain. Against this backdrop, investors …

Amundi
By January 11, 2021 15:44

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Our expert #Norman_Villamin explains why he prefers mining stocks over bank stocks for betting on a cyclical recovery. Find out more in his interview with @RohnerFuW from @FuW_News.

US data was better than expected last week with a pick-up in manufacturing (see #ChartoftheWeek), services and housing, plus further easing on the jobless claims front. A good start for the 46th president of the US. Read more in our Fixed Income roundup: https://bit.ly/3iV8xCr

"With #vaccines to combat the #global pandemic being rolled
out beginning in late-December, Israel and the United
Arab Emirates (UAE) have led ..." -> https://www.opiniopro.com/2021/01/ubp/vaccines-israel-and-the-uae-show-the-way-forward/ by @UBP_Group

Vaccine rollouts are likely to take longer than expected, says UBP's expert @carcasall. Watch his interview on @BloombergTV to find out what this means for the economic recovery. http://bit.ly/210126-casanova

Which societal changes may become the new normal post-COVID? And how might you position your portfolios for the future? Join us 1/28 for a webinar discussion. CE Credit is available for #CFP and #CIMA designations. https://bit.ly/2YeYHC0

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