DI SILVIO Silvia

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Monthly Cross Asset 5.05.2021 2021 Recovery to continue and beat potential

Goldilocks continues to allow a tempered risk on positioning. Longer term, growth will likely revert to potential amid a normalised inflation rate (at least in ...

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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 201...
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Market recovery in Q2 closed fundamentals mispricing

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Thematic Paper 9.05.2018 Cross road: the landscape of the fixed-income market
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Two events pushed down Eurozone sovereign spreads in 2017: the French presidential election in April & May, which dissipated investors’ fears about Eurosceptic ...

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Thematic Paper 14.02.2018 Brexit: how the future trade agreement is going to shape UK financial ...
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This year will be crucial for the future of United Kingdom’s relationship with the European Union following Brexit.

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