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London, UK, July 1, 2019
Global Investment Views - July 2019
Central banks fuel markets: illusion vs reality The journey from market complacency to awaren
London, UK, March 27, 2019
Global investment Views - April 2019
A sweet spot, but keep a sharp eye on the macro side
London, UK, March 11, 2019
A dovish ECB, a little relief for the banking sector
The European Central Bank (ECB) announced a new series of TLTROs starting in
Italy, May 29, 2018
Italy towards new elections
Political uncertainty: On May 27th, the designated Prime Minister Giuseppe Conte gave up his mandate to form a Government. The Italian President acted promptly and gave Prof Carlo Co
United Kingdom, May 15, 2018
Italy on watch list
Political uncertainty in Italy remains high. The probability of a Government formed between the 5Star Movement (M5S) and the League (the most voted party in the centre right coalitio
United Kingdom, April 27, 2018
ECB: dovish tone and calm markets - but flexibility needed with volatility ahead
ECB tone: The overall stance is still broadly accommodative and aims to confirm the consensus view. It is reasonable to expect a gradual tapering of the Asset Purchase Progra