Doug Goodwille from Kayne Anderson speaks to Drew Meredith from The Inside Network on market thinkers.
While a surging gold price is on hold as the world adjusts to a Trump presidency, all the factors that saw its price rise more than 50 per during his first term in office – trade disputes, fiscal deficits and geopolitical tensions – are almost certainly guaranteed the second time around.
Rethinking the macro and cross-asset research: what we have learned from the Covid-19 crisis
Covid-19 accelerated markets’ entropy and risk takers will evolve their investment approaches. Crisis creates disruption and Covid-19 is no exception, bringing new complexities, new opportunities and new risks to the investment landscape.
From Amundi’s research angle, they have put together a list of what the pandemic has triggered in the economy, read the full White Paper here: Rethinking the macro and cross-asset research: what we have learned from the Covid-19 crisis
