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Rethinking the macro and cross-asset research : what we have learned from the COVID-19 crisis
What we have learned from the Covid-19 crisis
Portfolio managers are urging investors who are considering emerging markets to examine countries individually and understand their health systems and governance risks as to whether they will show resilience. Emerging markets have not been spared from the volatility caused by the COVID-19 outbreak. Alessia Berardi, head of emerging markets macro and strategy research at Amundi…