Event Description
FREE conference with Florent Delorme macro economist
The year 2020 will have been marked by a historic recession and an exceptional intervention by central banks, leaving the markets divided between optimism related to the abundance of liquidity and doubts about the strength of the recovery. Many questions remain unanswered and will condition the quality of the recovery in 2021: will we be able to allow populations to be vaccinated from the second half of 2020? Will the potential growth out of the crisis be lower than before? Will our lifestyles evolve to the point of permanently weakening the sectors of the "world before" and of propelling the sectors of the "world after" to heights of valuation? Is the debt resulting from the health crisis surmountable? Do central bank policies involve long-term risks? In this environment, which asset classes to favor?
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