CESARINI Federico

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.

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2021.07 - slider this month's topic
Monthly Cross Asset 2.07.2021 DM monetary policies are at a crossroads

Central banks have put in place ultra-accommodative monetary policiesto support economies during the Covid crisis.

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Insights Paper 2.04.2021 Dollar: short-term bull, medium-term dull?
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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.

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Monthly Cross Asset 2.10.2020 Japan: Policy continuity expected under Suganomics
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Japan: Policy continuity expected under Suganomics

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Monthly Cross Asset 30.04.2020 Contraction > recovery > late cycle: a cycle round trip in three years
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The pandemic outbreak altered the cycle of financial regimes we had in mind at the end of 2019, with consequences extending over the medium term: after a sharp contraction in 2020, 2021 will see a “recovery” in the growth and profit cycle with a rebound in risky assets while in 2022, we expect a normalization towards a late cycle.

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Asset Class Views 5.08.2019 Global Asset Class Spotlights Top Down Quarterly Assessment - Q3 2019
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Central banks seems to be very concerned about the slowdown in the economic cycle sparked by trade tensions.

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Asset Class Views 29.04.2019 Global Asset Class Spotlights - Top Down Quarterly Assessment - Q2 2019
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Market recovery in Q2 closed fundamentals mispricing

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Asset Class Views 27.02.2019 Global Asset Class Spotlights - Top Down Quarterly Assessment - Q1 2019
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Markets overshoot on the downside and reset at lower levels

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Asset Class Views 27.11.2018 Global Asset Class Spotlights - Top Down Quarterly Assessment - Q4 2018
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Financial risk to dominate cyclical risk

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