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  • Italy budget: The fight has only just begun weblink

    White papers 24 October 2018

    The market has punished Italian equities and government bonds for the country’s debt-laden budget. The bond market, in particular, is pricing in a very negative outlook, and we expect more volatility as negotiations with the European Commission continue.

  • The Italian government surprises markets with plan to increase budget deficit weblink

    White papers 28 September 2018

    The “benign” outcome that we and the market expected did not materialise as the Italian government threw down a gauntlet to the European Commission by announcing a spending-prone budget that defied expectations. European investment grade could provide solace in the volatile months ahead.

  • Buckle blog: Risk and opportunity amid heightened political noise weblink

    White papers 13 June 2018

    There have been multiple major political events over the last few weeks. Some have impacted the financial markets, while others are making headlines in the financial press. Here are my thoughts on three big recent events and the investment opportunities they present.

  • Despite political upheaval, Spain is in a better place than Italy weblink

    White papers 1 June 2018

    Peripheral Europe has certainly been an interesting place for political observers in the past few weeks, with Spain the latest country erupting with upheaval and political changes. However, investors should view conditions in Spain more favourably than those in Italy.

  • Italy: Repricing risk amid political crisis weblink

    White papers 30 May 2018

    Italy’s political developments have rocked both stocks and bonds. With a technical government now in charge and new elections back on the agenda, we may not have seen the end of this adjustment yet and increased market volatility is likely to persist. We may look back to the current turmoil and investor capitulation as a great buying opportunity, but for now it’s difficult to choose the best time to catch the proverbial ‘falling knife’.

  • May's Rich Pickings: An historic moment on the podcast as equities moves to neutral weblink

    White papers 25 May 2018

    The Multi Asset team explain the thinking behind the decision to move their equity position from overweight to neutral.

  • On the run: The rise and fall of BTPs weblink

    White papers 22 May 2018

    The price movements of Italian Government securities in the past week have demonstrated once again that financial markets can change rapidly.