In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.

Understanding the outcome of the latest ECB and BoE meetings, and their impact on markets.

Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.

Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.

The Talks discusses about the rating agencies reviews of Italian debt and the prospects for the country's economic growth.

The Talks outlines the investment and geopolitical implications of Fitch's downgrade of its credit rating for the United States.

The Talks elaborates on the banking stress in US and the FOMC May meeting.

The Talks elaborates on the uncertainty around the US Debt Ceiling negotations and how it could evolve.

The Talks elaborates on the banking stress in US and the FOMC May meeting.

The Talks elaborates on why the recent crisis in the banking sector is not a systemic one, and that there are select opportunities among banks.

Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities...

Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

As the largest beneficiary of the Next Generation EU post-pandemic reconstruction plan, Italy has a unique opportunity to modernise its economy through...

Understanding the outlook for credit markets in 2023

The ECB has turned more dovish suggesting a less aggressive rate hike path ahead.