Europe's Divine Comedy Part II: Italy In Purgatorio

21 Jun 2017

by Mathieu Savary, Chief Strategist, Developed Markets ex US & Head of Research Innovation Marko Papic, Chief GeoMacro Strategist

BCA Research | Geopolitical Strategy

A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.

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Contents

Executive Summary / Insight
Italy's Purgatory: Aversion To Creative Destruction
Political Risks: An Assessment
Leaving The Euro Is A Panacea...
... Well, Maybe Not
What If Italy Says Arrivederci?
Investment Conclusions
We Read (And Liked) ... Why Nations Fail - The Origins Of Power, Prosperity, And Poverty