Expert Investor Italy photo gallery
Here are some of the highlights from the Expert Investor Italy event in Milan on 23 October 2018
Italy
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More Italian bond turmoil around corner, warn analysts
Italy’s government backtracked on spending plans following a negative reaction, but further EU clashes expected
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Generali eyes Sycomore to expand sustainable expertise
Italian fund group hopes “strategic partnership” will bolster its environment, social and governance credentials
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Which countries have the most pessimistic fund selectors?
We look at outlook of European fund selectors. Which countries have the bleakest outlook and which assets are they shunning?
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Italy least popular European market
Italy has replaced the UK as the least popular market in Europe for fund managers, according to Bank of America Merrill Lynch (BofAML).
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ECB readies for QE judgement call
A shift in Italian fiscal policy could have an impact on the European Central Bank’s plan to end its asset buying programme in September, say fund managers.
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Spain: plus ça change
Spain’s government collapsed last week and Pedro Sánchez replaced Mariano Rajoy as prime minister but unlike the political turmoil in Italy, Spanish bond markets have been unruffled.
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Eurozone volatility could boost appeal of UK stocks
British equities may benefit from political turmoil in Spain and Italy despite Brexit concerns.
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Markets take stock of Italy crisis
The global bond market sell-off this week sparked by the political crisis in Italy may create buy opportunities in Spanish and Portuguese debt.
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‘Bond voyage’ to Italy says fund buyer
Italy’s political drama and subsequent bond sell-off has moved a leading fund selector to reduce their Italian investments to zero.
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BTP spreads rely on Italy’s incoming finance minister
The movement of Italian government bond spreads will depend on who will be the next finance minister, and future volatility will depend on whether the new government’s decisions diverge from the European Union, according to a top fund selector.
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Portugal: from pig to golden child
The Iberian country has undergone a turnaround in fortunes since the European debt crisis.