BERARDI Alessia

2021.07 - slider this month's topic
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.

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Monthly Cross Asset 2.06.2021 RMB internationalisation: the new commanding heights

In the early stage of RMB internationalisation, RMB transactions occurred mostly in trade settlement between China and neighbouring economies.

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2021-03-CA-month-Slider
Monthly Cross Asset 3.03.2021 China and EM: growth and policy Q&A
166

Our emerging markets strategists attempt to answer some of the questions often asked by our clients.

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  • 166
2021-02-Blue paper-EM-invest-Slider
Insights Paper 8.02.2021 EM Investment Opportunities for 2021
154

Global investors are currently dealing with two key challenges: find decent yield for their fixed income portfolios in a world of ultra-low or negative interest...

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  • 154
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Monthly Cross Asset 4.11.2020 Addressing the legacy of the crisis in the EM: the right policy mix in...
35

The duration of the epidemic will ultimately determine the shape of recovery.

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  • 35
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Investment Talks 7.08.2020 Investing in the first in, first out theme: opportunities in Asia
84

Overview: The Asia region was the first part of the world to be hit by the Covid-19 outbreak, but it has also been the first region to navigate a way out of it,...

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  • 84
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Thematic Paper 23.06.2020 The day after #8 - Deglobalisation could improve diversification but a...
63

In recent years world trade dynamics have definitely shown an accentuated inversion of the globalisation trend and its robust contribution to global economic pe...

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  • 63
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Monthly Cross Asset 30.04.2020 Thematics Views - May 2020
34

Over the last few weeks, significant stabilisation plans have been announced across advanced economies and in addition true stimulus plans are now under conside...

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  • 34
Investment Talks 17.04.2020 Coronavirus crisis: impacts and implications for emerging markets
92

After the first wave of the Covid-19 outbreak in China and East Asia, and the second wave in Western Europe and North America, a third wave now looks to be buil...

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  • 92

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