[Blue Research] The "Day After" series - Deglobalisation: an assessment of financial contagion and an opportunity to diversify its portfolio
Trade dynamics have definitely shown an accentuated inversion of the globalisation trend, since 10 years. The Great Financial Crisis is a turning point in the degree of global economic integration, with protectionist policies being adopted in many countries and a decelerating growth in trade-intensive sectors. What are the financial globalisation and financial contagion phenomena? Which consequences of the deglobalisation trend may be foreseen for investors? Learn more with Marie Brière, Head of the Investor Research Center at Amundi and Alessia Berardi, Head of EM Macro and Strategy Research.
Read the full paper on Amundi's Research Center website: https://research-center.amundi.com/page/Article/2020/06/The-day-after-8-Deglobalisation-could-improve-diversification-but-also-exacerbate-financial-contagion?search=true
-
DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi.