31/07/2023 Emerging Markets Emerging market resilience paves the way for new opportuniti... Economic resilience and a growth advantage over developed markets make emerging countries an attractive destination for the second half of the year.
6/06/2023 Emerging Markets Indian assets are poised for growth in investors' portfolios A strong demographic and economic outlook over the next decade will be favourable for India's equity and fixed income markets.
10/02/2023 Economy & Markets Italy: where prudence meets potential As the largest beneficiary of the Next Generation EU post-pandemic reconstruction plan, Italy has a unique opportunity to modernise its economy through...
28/09/2022 Fixed Income & FX Time to refocus on bonds - Rethinking portfolios after the g... Time to refocus on bonds - Rethinking portfolios after the great repricing
22/07/2022 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,...
16/06/2022 Economy & Markets A (stag?)flationary tantrum: assessing the current market se... We are entering a tough phase of the regime shift, as the risks over economic growth add to the already hot inflationary backdrop. This means that stagflation...
15/04/2022 Economy & Markets ECB strikes a somewhat dovish tone, despite inflation remain... We expect QE to end in Q3, as announced, followed by rate normalisation, which is likely to lift rates out of negative territory over the next few months,...
25/03/2022 Geopolitics A more fragmented Emerging Markets world amid the Russia-Ukr... The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and...
2/04/2021 Fixed Income & FX Dollar: short-term bull, medium-term dull? As the global economy recovers from its worst economic slump since the 1930s, any investment decision will hinge critically on the evolution of the dollar....
9/05/2018 Fixed Income & FX Rethinking fixed income investing when the easy money is com... Core fixed income allocation, usually comprising high-quality government and corporate bonds, has played a relevant role in diversified portfolios over...