The Covid-19 crisis drove the global economy into an unprecedented deep freeze in the first half of 2020. The combination of monetary and fiscal stimulus will help the global economy de-freeze in H2. As was the case with the virus cycle, the recovery will be sequential and involve different regions at different times - on a ‘first in, first out’ basis - and will depend on the size of the policy response. As the global economy gradually de-freezes, investors will turn their focus back to geopolitics. 

What are the main economical and investment themes to focus on for the second half of 2020? What are the key drivers investors should monitor? Jean-Jacques Barberis, Head of Institutional and Corporate Clients Coverage interviewed Vincent Mortier, Deputy CIO and Monica Defend, Global Head of Research, to answer to these questions.

Read the full H2 semester investment outlook of Amundi:  https://research-center.amundi.com/article/h2-2020-investment-outlook-investing-during-de-freezing-cycle 

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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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