Italian Banks: Legacy NPL Disposals Drive Returns Recovery
The core investor concern on Eurozone banks has been on the dovish ECB policy and the restart of QE with its negative implications for bank credit...
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Boost Research
Italian Banks: Value Opportunities, Despite Political Uncertainty
The Italian Prime Minister Giuseppe Conte resigned on Tuesday resulting in the collapse of the anti-establishment coalition, between the...
528 Views
Boost Research
Italian Banks - Sovereign Bond Risks at Bay for Now, Reveal a Good Value Equity Opportunity
Italian, and other Southern Europe, sovereign bond spreads continue to narrow as the market expects further stimulus measures from the ECB to be...
599 Views
Global Equity Strategy: EU and UK Financial Stocks Are Attractive
Our outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains positive and we continue to expect higher equity prices going forward. ...
753 Views
The Potential for National Financial Default
High debt burdens are not just a developing world phenomenon. The growth of Quantitative Easing programs has resulted in significantly increased...
5k Views