BERTONCINI Sergio

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Monthly Cross Asset 30.03.2021 Speculative grade default cycle: an earlier peak and an expected benig...
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Extraordinary policy intervention has made this HY default cycle unusually short-lived, helping to limit quite significantly the rise in defaults among mid- and...

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Monthly Cross Asset 3.03.2021 Credit spreads vs bond yields in the current cycle
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The move in rates is just one factor of the macro backdrop that can drive spread trends, but one that worked quite well in past cycles and therefore worth focus...

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Monthly Cross Asset 2.02.2021 Supply vs demand of EMU EGB in 2021
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QE potential to absorb the supply of sovereign debt looks strong in 2021.

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Investment Talks 15.01.2021 Italy: ECB's umbrella to protect bond market, despite uncertain politi...
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Investors on the Italian government bonds market should consider any slip in the Italian bond market as an opportunity to increase their exposure.

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Monthly Cross Asset 4.11.2020 HY default cycle and rating changes: how it is "different" this time
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Despite a severe macro contraction, policy reaction to the covid-crisis limited most of corporates’ rating migration and HY defaults to low-rated debt.

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Monthly Cross Asset 3.09.2020 Eurozone government bonds a supportive mix of remarkable funding progr...
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70% and 80% of overall gross and net EZ sovereign supply, respectively, estimated for all of 2020 was placed in the first seven months of the year

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Investment Talks 20.05.2020 Focus on Italy: macroeconomic and fixed income scenario
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The global background and Italy: if we wanted to characterise the contraction and recovery pattern, we would probably describe it as a ‘long U-shaped’ recovery;...

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Insights Paper 22.04.2020 Revisiting the global high yield outlook in the wake of the COVID-19 p...
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Global HY markets sold off aggressively between February and March in response to the COVID-19 outbreak, the oil price war and the liquidity freeze in some mark...

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Insights Paper 21.02.2020 Global high yield outlook: Be confident, but not complacent
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Last year was a strong year for global bond markets, which were supported by the accommodative stance of the main central banks and strong investor demand. US, ...

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