Risky assets proved to be very efficient this year, despite the fact that final investors have essentially avoided shares. Only recently have we noticed signs of excessive caution. The resemblance is surprising: is it a repeat of the 2016 rally? Are the economy and profits strong enough to support the stock market momentum? Will central banks continue to revive animal spirits? Have the ratings already been extended?
In his latest macro video, Vincent Chaigneau, Head of Research, addresses these questions and makes recommendations on investments.
Find out more and watch the video!
NOW THE HARD PART
LIFE AFTER COVID -
THE LDI VIEW