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ITALY News & Analysis

3 top picks in rail, roads and utilities
Video
3 top picks in rail, roads and utilities
When utility stocks plunged during the onset of the pandemic Lazard Asset Management's Warryn Robertson knew it was time to jump in.
Lex Hall | 28 July 2020
Equities for income, bonds for growth
Markets
Equities for income, bonds for growth
Investors who think of bonds as the boring, income-generating part of their portfolio need to think again, says Laura Frost of M&G Bond...
Laura Frost | 12 November 2019
Credit gluttons will be the financial roadkill of 2019
Stocks
Credit gluttons will be the financial roadkill of 2019
As the Fed raises borrowing costs for the fourth time this year, patience, prudence and preservation of capital should take high priority.
Peter Warnes | 20 December 2018
European politics could spark crisis in 2019
Funds
European politics could spark crisis in 2019
The end of quantitative easing, Brexit, Italy, the US-China trade war and threatening inflation may prove unpalatable to global markets next...
Edward Bonham Carter | 13 December 2018
Euro economies insulated from Italian drama
Video
Euro economies insulated from Italian drama
Italy's government is shaking up local politics, but even their anti-EU policies aren't necessarily a harbinger of doom for investors.
Cyrique Bourbon | 06 December 2018
Investor anxiety over global downturn intensifies
Stocks
Investor anxiety over global downturn intensifies
Trade tariffs and concerns over weakening Chinese growth continue to dent investor sentiment towards most emerging-markets assets
Dan Kemp | 31 October 2018
Pendal breaks into global best ideas list
Stocks
Pendal breaks into global best ideas list
Australian asset manager Pendal Group has joined California cloud-computing company ServiceNow and Italian electricity provider Enel as new entrants...
Lex Hall | 02 August 2018
US stock market offers worst returns for next decade
Stocks
US stock market offers worst returns for next decade
US stocks are due to deliver the worst returns to equity investors globally over the next 10 years.
Dan Kemp | 09 July 2018
Trade tensions near breaking point, more on APA
Stocks
Trade tensions near breaking point, more on APA
Uncertainty has reached critical levels as Donald Trump delivers on his election promises and tariffs become the weapons of combat in the global...
Peter Warnes | 21 June 2018
Aussie GDP rally unlikely to move wages needle as Fed eyes a rate hike
Stocks
Aussie GDP rally unlikely to move wages needle as Fed eyes a rate hike
The resources sector was a big contributor to growth but unlike other industries it revives little hope of rises in pay.
Peter Warnes | 08 June 2018