Asset allocation 1 Settembre Asset management

An economic recovery appears to be gathering pace: emerging market stocks and some cyclical sectors look more attractive

Macroeconomia Wealth management

Fed chairman signals toleration for higher inflation beyond traditional 2% target

Megatrend Asset management

China is well placed to lead a reinvigorated digital revolution in the post-Covid world

Reddito fisso Wealth management

With nearly a trillion euro of bonds potentially in issue by 2024, the EU has created a deep, liquid and highly investable market

Megatrend Asset management

For Nestlé, putting sustainability at the heart of business is a long and complex process but a rewarding one

Asset allocation Asset management

Europe appears in better shape than the US; we raise consumer staples to overweight and cut financials

Macroeconomia 5 Agosto Wealth management

Alla luce dei dati ad alta frequenza e dopo il rapporto sul PIL per il 2° trimestre, rivediamo la nostra previsione sulla crescita dell’eurozona

Market insights 4 Agosto Wealth management

Secondo il nostro scenario centrale il tasso degli US Treasury a 10 anni resterà basso anche nel 2021