BERTONCINI Sergio
RC-2022.06-Investment-talks-Spain-slider
Investment Talks 29.06.2022 Focus on Spain: macroeconomic projections and fixed income view

The energy crisis in Europe, coupled with supply chain bottlenecks worldwide, and accelerated monetary tightening are the major headwinds for the Eurozone and for the Spanish economy.

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RC - Investment Talks - Macroeconomic projections for the italian economy
Investment Talks 28.06.2022 Macroeconomic projections for the Italian economy and fixed income implications

The growth outlook for Italy has been revised down on tighter financing conditions and monetary policy normalization, coupled with the energy crisis in Europe and global value chain bottlenecks.

More 5 to 10 minutes
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Monthly Cross Asset 6.05.2022 Upward pressures on inflation are the major market driver

We expect central banks to remain on the hawkish side as long as inflation expectations remain on the upside, as central banks are afraid of losing their credibility.

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RC -  2022.04 - Cross Asset - Credit markets
Monthly Cross Asset 5.04.2022 Credit markets: more attractive valuations but we remain cautious

Valuations are now a little more attractive. However, the environment remains challenging, particularly in Europe.

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2022.01 - Cross Asset January 2022
Monthly Cross Asset 5.01.2022 Central banks: a successful hawkish turn

The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without harming the markets.

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Monthly Cross Asset 6.12.2021 ESG bond market bound to deliver another record year of growth

Global ESG bond markets are bound to deliver another record year of new issuance volumes, led by broad-based dynamic activity in all its major segments.

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Research Center - 2022 EGB supply vs ECB QE
Monthly Cross Asset 2.11.2021 2022 EGB supply vs ECB QE

We expect a further slowing of growth in Eurozone public debt in 2022, mirroring the 2021 trend vs. 2020 which saw a peak in net issuance, while EU bond supply is likely to remain close to the 2021 level.

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2021.09 - slider this month's topic
Monthly Cross Asset 8.09.2021 Special Europe: investing in the recovery

As the European economy is recovering from the largest economic shock of modern history, we are revising our growth and inflation assumptions to the upside.

More > 10 minutes
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Monthly Cross Asset 8.09.2021 HY default rates: recent and expected trends

Persistent supportive funding conditions and the improved macro picture are consistent with a current and expected benign picture for US and European default cycles, which are likely to remain on a downward trend in the coming months.

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