Italy Country Risk Views

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New PM Renzi Faces Uphill Battle

We view positively the urgent reform agenda of incoming Italian Prime Minister Matteo Renzi. However, he will struggle to gain sufficient support for his policy goals from a fractious coalition and...

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Regional Equity Strategy

We are up 1.5% on our bullish Spanish small caps view since it was entered in our asset class strategy on January 9 (played through the IBEXS index), and see potential for further gains over the next...

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The Global Impact Of US Syria Strike

US airstrikes against Syria would have consequences beyond the Middle East. Despite their opposition, Russia and China may see some unexpected benefits, while North Korea will be nervous.

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