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

Market View by Vincent Chaigneau,
Head of Research

MORE INSIGHTS

Focal Point: German CC ruling: How much pain for the ECB?
State-aid framework under Covid: what impact on credit markets?
(Weekly Pandemic) Market Commentary - Rating Agencies show their teeth
More countries discussing and implementing lockdown exit strategy: slow and cautious.
State-aid framework under Covid: what impact on credit markets?
State-aid framework under Covid: what impact on credit markets?