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.
Italy
Is the ECB’s new ‘anti-fragmentation’ tool up to the job?
As the ECB’s trilemma comes to a head, we review its new tool for managing the crisis in southern European debt 
A Grimm reading of politics
When politics and markets intersect, the results can be unpredictable – as recent events in Italy make clear. 
Do Italian BTPs* present an opportunity or a threat?
Five months is a long time in Italian politics. Back in June, we observed that Italy was too big to fail, but also too big... 
Rising fears over Italian debt: could Italy's dolce vita be at risk?
Fears over Italian debt levels have risen sharply following the announcement of the country’s three-year fiscal plan. Should investors be worried? 
Italian tail risks
Here’s my take on the latest UK GDP numbers, the economic outlook and what that means for the Bank of England’s reaction function on CNBC. 
Lasting consequences of the Morandi bridge disaster
There are important considerations for the funding of ageing infrastructure across Europe after Morandi bridge tragedy. 
The ECB’s Italian Job
“We trust that the government will take all the appropriate actions” – Jean-Claude Trichet. Mario Draghi. 
Italy: too big to fail, too big to bail
Political instability in Italy is nothing new. Since 1980, the country has run through 24 Prime Ministers. In contrast, the UK has had just six. 
Radio Five Star
It's strangely apt that the Five Star Movement is part of the populist Italian coalition 
All roads lead to Rome
Saddled with high debt and unstable politics, Italy is seen as an accident waiting to happen. 
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