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RC-2022.09-invt-talk-italy-election-slider

Economy & Markets

Italy election: no major surprise from the polls, maybe positive for markets

Election outcome and political scenario: The centre-right coalition won Italy’s general election on 25 September, with approximately 44% of votes.

rc-2022.09-invt-talk-views-on-europe-slider

Economy & Markets

ECB meeting: bold rate hike; watch out for more to come

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

RC-2022.09-invt-talk-ecb-slider

Economy & Markets

Reassessing the view on Europe: hot questions for investors

To understand how the stagflationary environment in Europe affects the region's markets.

RC - 2022.07 - Investment talk - ECB meeting

Economy & Markets

ECB meeting: larger-than-expected rate hike, with new fragmentation tool outlined

July meeting: The ECB hiked its three key interest rates by 50bp for the first time in more than a decade, bringing its rates out of negative territory.

rc-2022.07-italy-crisis-slider.

Economy & Markets

Italy swimming in uncertain waters as PM Draghi resigns

Italian government crisis, likely outcome: snap elections the most likely outcome. Prime Minister Draghi would remain at the helm of a caretaker government,...

rc-2022.07-thematic-1-slider

Economy & Markets

The ECB’s ability to raise rates will depend on the strength of the antifragmentation tool

The ECB is determined to tighten its monetary policy in the face of record high inflation levels.

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