European Union

Monthly Cross Asset 2.06.2021 NGEU soon to be rolled out: the EU has (almost) done its part; now comes the member-states’ turn

In leading the way to NGEU, the Covid crisis may have marked a crucial milestone in European construction.

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Thematic Paper 6.07.2020 The day after #9 - Covid-19 crisis, a catalyst for change and strengthening the EU
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The Conference on the Future of Europe, planned earlier this year, will probably open in September in a very different context than initially expected. Who will chair it and whether a new treaty for the union will be on the agenda remains unclear, but the need to address repositioning Europe post the Covid-19 pandemic is clear.

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Investment Talks 20.05.2020 Focus on Italy: macroeconomic and fixed income scenario
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The global background and Italy: if we wanted to characterise the contraction and recovery pattern, we would probably describe it as a ‘long U-shaped’ recovery; in other words, as a gradual normalisation which will take some time before seeing a return to pre-crisis levels.

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Report 4.12.2018 Rocky Road for the European Union: Pension Plans' Response
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Cyclical recovery or secular healing? That’s the big question behind the European Union’s economic bounce after its ‘lost decade’: the toughest period since its inception in 1957.

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