Are the planets finally aligning?
Following years of investors rightly wanting little to do with bank shares, it is important to periodically reassess if sufficient catalysts are finally in place for the opportunity in financial equit...
1 Apr 20216min
The End of Paper Tigers?
Asset allocation in 2021 presents almost unprecedented challenges. The path for asset returns will heavily depend on events relating to the coronavirus pandemic, politics and policy responses. So, are...
25 Mars 20217min
Brave new world
Economy, markets and politics: how will the world be different after the pandemic? We cannot predict the future, but we can prepare ourselves for any odds.
12 Feb 20215min
La pecora nera
Un paese che non cresce e dal quale i giovani fuggono, schiacciato dal debito pubblico e dalle disuguaglianze. L'Italia, anche nell'approccio alle politiche fiscali e monetarie, sembra l'unica, in Eur...
20 Jan 20217min
Il dopo elezioni statunitensi: e ora?
Dopo il voto del 3 novembre inizia una nuova fase. In questo podcast analizzeremo gli aspetti politici da considerare, gli elementi da osservare sui mercati finanziari.
20 Nov 20209min
The 2020 US Election: What happens now?
Following the Election Day on 3rd November, a new phase has begun. In this podcast we will analyse the political aspects to consider, the key elements to observe on the financial markets.
20 Nov 20207min
Preparing for the US election
Expected scenarios and strategies while waiting for the US election results in a 3-min chat with Alberto Gallo, Global Credit Portfolio Manager.
29 Okt 20206min
A world without safe havens
Find out more on how to look at the financial markets and build a portfolio in an uncertain world with Alberto Gallo, Global Credit Portfolio Manager.
23 Okt 20206min
