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Trillion-dollar French asset manager Amundi released their November Cross Asset Strategy report last week, with gold bullion and active management among their highest conviction calls. The group is renowned for their institutional investment capacity but particular their ESG or Sustainability credentials. With Pfizer’s (NYSE: PFE) vaccine news coming shortly after the release, CIO Pascal Blanque…
The mention of emerging markets (EM) opens up a messy vista of many complex and troublesome issues, not least in China, representing the beating heart of EM. Add in a lack of central bank independence, volatile currencies, unpredictable governments and it is little wonder that EM struggles with a risk/return balance. Through to the end…
