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Europe catches coronavirus: Inside the market sell-off
European equity and debt markets flipped from exuberance to pessimism after the coronavirus spread to Northern Italy.
Another hot summer for Italian assets
After several months of relative calm and a strong performance, Italian assets have again come under pressure amid political turmoil.
European Parliament elections: Bond investors brace for a populist takeover
The EU elections could inject political risk into sovereign bond markets, making the election results a ‘must-watch’ event for fixed-income investors.
Italy budget: The fight has only just begun
The bond market is taking a very negative view on Italy's budget, and we expect more volatility as negotiations with the European Commission continue.
The Italian government surprises markets with plan to increase budget deficit
The Italian government threw down a gauntlet to the European Commission by announcing a spending-prone budget that defied expectations.
After a trip to Italy, market pricing looks too bearish
A recent road-trip to Italy has led me to believe that investors’ perception of the current situation is too bearish, especially around the budget.
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