PANELLI Francesca
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Insights Paper 23.08.2021 European commercial real estate: play the re-opening with quality assets

The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent, mitigation measures and travel bans are being lifted, allowing growth to revive.

More > 10 minutes
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Thematic Paper 26.04.2021 Shifts & Narratives #2 - Inflation: something deep awakens
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One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint.

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Insights Paper 13.04.2021 Temperature scores: an innovative tool for ESG fundamental investors
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2021 will be a pivotal year to curb climate change.

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Insights Paper 9.12.2019 Screen the Euro fixed income market in the era of three 'lows'
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As 2020 approaches, the uncertainty in the market has receded but there are still risks ahead involving macroeconomic, political and technical factors.

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Insights Paper 4.11.2019 High Yield: deep diving needed due to a more uncertain outlook
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Global growth has been slowing since 2018, due to a combination of factors, including trade wars - with consequently slower global trade - past US Fed tightening, and rising geopolitical risks. losing momentum.

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