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2020/05/12
MONTHLY INVESTMENT OUTLOOK - by Cédric Ozazman, Nicolas Besson & Marco Bonaviri

(Only in English)

AT A GLANCE

  • Is the Fed’s put back at work?
  • Hammered value names close to a bottom?
  • Selectivity is key in the credit space.
  • For now, the USD remains resilient despite Fed’s balance sheet surging.