Author Archives: Monica Defend

About Monica Defend

Monica Defend is the Head of Global Asset Allocation Research with Pioneer. Investments in Italy. She has been working in the investments industry since 1997. She is responsible for providing asset allocation recommendations and core. investment strategies at macro, sector and national level. The Global Asset Allocation Research team is responsible for the short, medium and long-term asset. class forecast; asset class valuation; the construction and implementation of trading rules and closely monitoring the financial markets. Monica moved to the Milan office as Head of Italian Quantitative Research. Prior to that, she was a Quantitative Analyst in the Dublin office. Monica has a degree in Social and Economics Sciences from Bocconi University. She also holds a Master’s degree in Economics from Bocconi University and Master’s degree in Financial Economics from London Business School-Bocconi. She has been a member of the Unicredit Management and Banking Academy since 2004.

The Unexpected is Back

The unexpected has again been the outcome of the U.K. election: the Tories have lost their Parliamentary majority, while the Labour Party has substantially increased its position. This result triggers a new period of political instability, with Prime Minister (PM) … Continue reading

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Macron Win Positive for European Risk Assets

As happened in the first round, the indications from polls were reliable and Macron has won by quite a wide margin. The result is market friendly, because fears that one of Europe’s leading countries would be run by a Euro-sceptic … Continue reading

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Spring in Europe

After years in which Europe has been an area of concern for investors, we are finally entering, in our view, a more positive phase. Going forward, we believe that five questions will be top of mind for investors.     … Continue reading

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Champagne for Risk Assets

First round French presidential elections results: Key takeaways It was an absolutely unprecedented first round, with four contenders quite close in the polls and just one of them (not ranked among the strongest) belonging to a traditional party. This unpredictability … Continue reading

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French Election Countdown

On Sunday April 23, the eyes of millions of Europeans will be on the outcome of the first round of French Presidential elections, as the vote is considered a test for the future of the European Union. A potential victory … Continue reading

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