CFA, Strategy and Economic Research at Amundi
Didier BOROWSKI, Karine HERVE, Mo JI, Tristan PERRIER, Akio YOSHINO
In just a few days, investors have shifted from perhaps excessive complacency to excess pessimism about Italian politics. Volatility is likely to remain for some time, as Italy is entering into unknown territory in terms of governance, which is perhaps worth a specific political risk premium.
Annalisa USARDI, Didier BOROWSKI