sentix ASR Essentials 09-2018


High pessimism ahead of Italy's election

An emotional week lies behind us, which has created a lot of emotional extremes. Investors got cold feet before the two important votes in Germany (SPD vote on Groko) and Italy (parliamentary election). It is noticeable that the asset classes in Italy are strategically assessed even more critically than their European counterparts. Is this an anti-cyclical opportunity?

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