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[Blue Convictions] Global Investment views: Markets in 3D: Delta, Deceleration and Divergences cover
[Blue Convictions] Global Investment views: Markets in 3D: Delta, Deceleration and Divergences cover
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[Blue Convictions] Global Investment views: Markets in 3D: Delta, Deceleration and Divergences

[Blue Convictions] Global Investment views: Markets in 3D: Delta, Deceleration and Divergences

09min |01/09/2021
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[Blue Convictions] Global Investment views: Markets in 3D: Delta, Deceleration and Divergences cover
[Blue Convictions] Global Investment views: Markets in 3D: Delta, Deceleration and Divergences cover
Outerblue

[Blue Convictions] Global Investment views: Markets in 3D: Delta, Deceleration and Divergences

[Blue Convictions] Global Investment views: Markets in 3D: Delta, Deceleration and Divergences

09min |01/09/2021
Listen

Description

Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings seasons in the US and Europe. Looking ahead, we identify three main themes: the spread of the Delta Covid variant, the deceleration of economic growth from its peak, and divergences in policies 

Read the full paper on Amundi's Research Center:  

https://research-center.amundi.com/article/global-investment-views-september-2021

 

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.  

Description

Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings seasons in the US and Europe. Looking ahead, we identify three main themes: the spread of the Delta Covid variant, the deceleration of economic growth from its peak, and divergences in policies 

Read the full paper on Amundi's Research Center:  

https://research-center.amundi.com/article/global-investment-views-september-2021

 

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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Description

Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings seasons in the US and Europe. Looking ahead, we identify three main themes: the spread of the Delta Covid variant, the deceleration of economic growth from its peak, and divergences in policies 

Read the full paper on Amundi's Research Center:  

https://research-center.amundi.com/article/global-investment-views-september-2021

 

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.  

Description

Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings seasons in the US and Europe. Looking ahead, we identify three main themes: the spread of the Delta Covid variant, the deceleration of economic growth from its peak, and divergences in policies 

Read the full paper on Amundi's Research Center:  

https://research-center.amundi.com/article/global-investment-views-september-2021

 

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.  

Share

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