Category Archives: Uncategorized

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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Q2 Outlook: Emerging Markets

            Mauro Ratto, Head of Emerging Markets Outlook May 2017  

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Q2 Outlook: Emerging Markets Bonds

            Yerlan Syzdykov, Head of Emerging Markets – Bond & High Yield Outlook May 2017

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Q2 Outlook: European Fixed Income

            Cosimo Marasciulo, Head of Fixed Income, Europe Outlook May 2017  

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Political Crisis in Brazil: Contagion Risk Limited

Structural reforms are crucial in the perspective of  the stabilization of the Brazilian economy, but the ongoing political crisis in Brazil adds uncertainty about their progress. We discuss here, with our investment professionals, the causes of the political turmoil, the … Continue reading

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