Markets have fluctuated between positive news around geopolitics (US-China trade talks, Italy and receding risks of no-deal Brexit)
News and Markets
View on Italy: Beyond the short term
The end of the political crisis and the next steps for the new government
Trade war escalation and impact on world trade and economic growth
Trade tensions re-escalated during the summer. Starting on 1 September, the US Administration introduced new tariffs and China retaliated simultaneously.
Argentina: how recent events shape the investment outlook
Government’s decision to freeze energy prices and suspend VAT on certain products will complicate fiscal metrics.
Italian Politics takes Centre Stage
Political crisis and possible scenarios: The Deputy PM Matteo Salvini recently withdrew his party’s support to the coalition government headed by PM Giuseppe Conte, calling for a vote of no-confidence against the PM and subsequent snap elections.
Argentina: election surprise amplifies market and political risks
Italian Politics Takes Centre Stage
Global Investment Views August 2019
Fixed Income Opportunities
Market Review Investment View July 2019
Global Investment Views June 2019
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