The summer season has seen both the confirmation of existing themes and the emergence of new ones wich will likely drive economic and market trends in the coming months. 

On one hand, the decoupling between the real economy and financial markets has proved persistent but on the other hand as the holiday season going on the way the rising level of Covid-19 infections across Europe and in part of the US confirm that the pandemic is still not yet over.

Monica Defend, Global Head of Research discusses the overall economic recovery and shares Amundi main areas of convictions.

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DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi. 

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