Multi-Asset Workshop II: Open-Door Event
23 May 2013 | Our Multi-Asset workshop in Munich hosted a panel of economist and strategists from major investment banks in mid-April. We spurred them to express their clear views about the economy and financial markets, and compared them to our own. This reports gets this lively debate into perspective.
Italian Elections Push for Growth
27 February 2013 | In this new piece, Cosimo Marasciulo and Andrea Basili evaluate the Italian election outcome in terms of economical and investment implications. The Italian vote leads to new uncertainty resulting in a return of market volatility and states the need for a shift from austerity to growth measure.
08 May 2013 | On May 2nd the ECB announced the cut of its policy rate by a quarter point to 0.5%, reaching its lowest level since the introduction of the Euro. In this latest edition of our Investment Talks we ask Cosimo Marasciulo about the effects on financial markets of the recent ECB rate cut and the possible consequences of the new Italian government.
CIO Letter: Redrawing the Investment Map
07 May 2013
This edition of the CIO Letter highlights the latest views from our Group CIO Giordano Lombardo, following the Colloquia Series Forum in Beijing. In the letter Giordano answers to three main questions: Is the world a more or less stable place than at the start of the crisis? What is the right investment strategy for the market conditions that we face? What are the investment techniques that will allow us to manage the risks of our chosen strategy?