BERARDI Alessia
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Monthly Cross Asset 7.11.2022 Where is China heading to?

China’s cyclical recovery outlook hinges critically on developments in Covid-19 policy. Housing will become less of a drag as the sector manages an L-shaped landing.

More 5 to 10 minutes
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Monthly Cross Asset 11.07.2022 The emerging markets hurdles

While not envisaging any systemic risk propagating across emerging markets, the macro financial outlook remains challenging amid growth concerns, still-high inflation and tighter global financial conditions.

More 5 to 10 minutes
RC - 2022.04 - Cross asset - Ukraine: where do we stand?
Monthly Cross Asset 5.04.2022 Ukraine: where do we stand?

By calling the war in Ukraine a «tectonic shift in European history», European leaders are giving an indication of the regime changes this war could lead to in the medium term.

More 5 to 10 minutes
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Investment Talks 25.03.2022 A more fragmented Emerging Markets world amid the Russia-Ukraine crisis

The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and others challenged by higher inflation dynamics.

More 5 to 10 minutes
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Monthly Cross Asset 2.03.2022 Special Ukraine

The invasion of Ukraine by Russian troops has caught Europe off guard, reminding it of the darkest hours before the Second World War.

More 5 to 10 minutes
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Monthly Cross Asset 3.02.2022 Keeping up with our Investment Outlook for 2022

2022 will be the “year of reckoning” for DM economies when they will test the effectiveness of the policies deployed since the peak of the pandemic phase and face the challenge of retuning to normality...

More 5 to 10 minutes
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Investment Talks 1.02.2022 Russia-Ukraine tensions: geopolitical risk adds volatility to risk assets

Understanding recent tensions between Russia and Ukraine, as well as the implications on the economy and potential geopolitical and investment consequences.

More 5 to 10 minutes
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Monthly Cross Asset 4.10.2021 Covid headwinds ease as China risks rise

At the time when EMs are navigating towards a healthier environment (Covid cases numbers shifting downward and vaccination rollouts speeding up), China’s selfinduced deceleration is now looming.

More 5 to 10 minutes
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Monthly Cross Asset 2.07.2021 EM monetary policies normalisation as the low tide is getting higher

The monetary policy conditions in the emerging markets are still definitely dovish.

More 5 to 10 minutes

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