Markets, geopolitics, fiscal and monetary policy, our positioning, our commitment to sustainable and responsible investment, and topical themes in the spotlight. Listen to our experts’ analyses to navigate investment and the themes that will influence our future. “The Globe” explains our monthly positioning and focuses on the asset classes in the limelight, while every Monday “Eurizon Weekly” offers a review of the past week’s market movers.
Enjoy listening to Eurizon’s podcasts!
In the summer, focus is shifting to the macro slowdown: how is Eurizon positioned?
The Globe: August 2022. The AM company’s positioning in a scenario in which investor focus is shifting from inflation to the economic slowdown. In this context, medium and long-term government yields should continue to stabilise, and the stock markets, that are already pricing in part of the macro slowdown, should be supported.
Audio recorded on 28 July 2022
Signals of a slowdown, stocks positive, yields lower
Eurizon Weekly, 25 July 22. Last week was an eventful one. Stefano Cucchi takes a closer look at the effects on the markets.
Audio recorded on 25 July 2022
Markets weak, with US inflation and EU politics
Eurizon Weekly, 18 July 2022. Long-term rates and stock indices on the decline in the week. European scenario still marred by multiple sources of uncertainty. Andrea Conti takes a closer look.
Audio recorded on 18 July 2022
Our podcasts are renewed, search for "Eurizon" on the best platforms
Markets waiting on US inflation
Eurizon Weekly, 11 July 2022. Last week was a transition week, with the markets mostly waiting on Wednesday’s US inflation reading. Andrea Conti takes a closer look.
Audio recorded on 11 July 2022
Eurizon’s positioning as the central banks wage war on inflation
The Globe: July 2022. The AM company’s positioning faced with inflation growth and the measures being put in place by the central banks to contain it. The US inflation reading for May outlined a further increase, prompting the Fed to accelerate its rate hike cycle. Futures are now pricing in a point of arrival for fed funds at 3.5% by the spring of 2023. The ECB has also taken a more hawkish stance.
Audio recorded on 29 June 2022