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Cross Asset Investment Strategy - December 2020
Tuesday 01 December 2020
Cross Asset Investment Strategy -
December 2020
Find the latest edition of the monthly publication of our Research Team.
Other news
11/01/2021
Research / Market
Cross Asset Investment Strategy - January 2021
Find the latest edition of the monthly publication of our Research Team.
18/01/2021
Research / Market
Italy: ECB's umbrella to protect bond market, despite uncertain political situation
Political situation: On 13 January, Italia Viva – a minor coalition partner led by former Prime Minister Matteo Renzi – pulled out of the ruling coalition, leaving the government short of a majority in the Senate. However, we believe that snap elections are unlikely for now. In our view, the most likely scenarios are: Prime Minister Giuseppe Conte could seek to win a confidence vote, with support from parties both inside and outside the ruling majority and also unaffiliated lawmakers (Gruppo Misto); Conte could step down, triggering a new round of talks that could eventually lead to a new administration, headed by Conte himself or another Prime Minister, with support from the same alliance; or a caretaker administration could be appointed to manage the government until the next election.
15/01/2021
ESG
How to capture the potential premium of companies on an improving ESG trajectory?
The “ESG Improvers”, is a new philosophy aiming to deliver additional Alpha by employing a dynamic approach to ESG with a forward looking perspective, seeking tomorrow’s ESG winners.