- Italy in 2018: between better economic prospects and an uncertain vote
Italy in 2018: between better economic prospects and an uncertain vote
Tuesday 13 February 2018
Research / Market
General elections in Italy will be held on 4 March. Polls suggest that the most likely outcome is a hung parliament. What can follow is not obvious, but Italy is quite accustomed to being led by a “non-political” government, meaning a government that is the direct outcome of the electoral result. While the electoral manifestos are a bit worrying in terms of their impact on public accounts, the contenders are reducing their sharper angles.
Global Investment Views - August 2018
"Concerns about trade continue to take centre stage. While US assets have so far been resilient amid escalating protectionist rhetoric, markets targeted by tariffs are under pressure."
Where will the next financial crisis come from? Are we ready to confront it?
"The world is not yet completely out of the 2007- 2008 financial crisis, but the risk of a new crisis already arises. The theme of “regime shift” (volatility, interest rate, inflation, etc.) has resurfaced, which led to a marked correction in financial markets in January – February."
Asset Class Return Forecasts - Q3 - 2018
"The current global expansion is set to run until 2020, with above potential growth in most countries in 2018 and 2019. However, the global GDP growth has started to decelerate and we expect it to slow further in 2020."