GERMANO Matteo
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Investment Talks 21.03.2023 A global assessment of the implications of recent banking sector developments

Assessment of the recent developments related to the banks turmoil and their impact on the economic outlook, central banks, credit, equity banking sectors, Emerging Markets and overall cross asset investment stance.

More 5 to 10 minutes
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Investment Talks 16.03.2023 European banking sector set to withstand Credit Suisse fragility

Assessment of the recent developments regarding Credit Suisse with views on the European banking sector.

More 5 to 10 minutes
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Investment Talks 14.03.2023 No systemic risk from SVB failure, but watch out for areas of vulnerability
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Assessment of the SVB failure and its effects on the banking sector, the financial system and possible impact on central banks policy.

More 5 to 10 minutes
  • 30
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Global Investment Views 24.02.2023 Global Investment Views - March 2023
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The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
  • 84
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Thematic Paper 10.02.2023 Italy: where prudence meets potential
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As the largest beneficiary of the Next Generation EU post-pandemic reconstruction plan, Italy has a unique opportunity to modernise its economy through structural reforms, generating new opportunities for investors.

More > 10 minutes
  • 20
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Global Investment Views 2.02.2023 Global Investment Views - February 2023
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The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
  • 12
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Global Investment Views 22.12.2022 Global Investment Views - January 2023

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
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Global Investment Views 24.11.2022 Global Investment Views - December 2022

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
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Investment Outlook 21.11.2022 2023 Investment Outlook - Some light for investors after the storm

Understanding the macroeconomic and investment outlook for 2023.

More > 10 minutes

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