Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Radio Five Star
The new political paradigm has thrown up another populist government in Italy, threatening the European project. Meanwhile in the US, could "Operation Twist Again" come into play as investors stress about ever-flatter yield curves?
It's strangely apt that the Five Star Movement is part of the populist Italian coalition; the stars can help cover the expletives that Macron and Merkel are likely uttering as the realise the impacts for Europe. On the other side of the pond, markets are focussed on flatter yield curves and whether they are forecasting a future recession. If they're worrying you as much as they are us, then my recent interview with Marcus Karlsson and Caroline Hepker on Bloomberg Radio is an opportunity to hear our latest thoughts.
Listen here or download here.
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