Our experts bring you their latest insights about the capital markets.
As we predicted in our 2018 outlook issue of Investor Insights, the year started on a strong footing. As time passes however, new trends emerge, and it is therefore time to update our economic scenario. In this issue, we focus on the US and the successes of ‘Trumponomics’, the divergence that is gaining ground between the old and the new continent, the situation in Italy, and finally the global environment.
“Embrace change: it is the only constant in life” said a Greek philosopher some 2,500 years ago. This adage was confirmed in the early years of this century, where we saw significant changes that profoundly altered the world as we know it, how we behave as individuals, and how central banks and governments respond to adverse shocks.
What are the economic and financial risks associated with rising interest rates in the current context, 10 years after the global financial crisis? What is the maximum level that these rates can reach without derailing the economic machine? These questions will be answered in this issue of Investor Insights.