5th June 2018
Investec Wealth & Investment: Mamma Mia! Here We Go Again
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
This week, our Head of Investment Strategy, John Wyn-Evans, discusses the current state of Italian politics, and its impact on markets.
"On March 12th I wrote about the outcome of Italy’s general election, concluding with the sentence: “There are probably still a few more surprises to come from Italy’s politicians this year, which will only add to the general sense of global political uncertainty.” I’m not sure that I deserve any great accolades for making such an obvious prediction, but it was what I wrote immediately before that which really needs to be highlighted again, namely, that Italy could “again become a potentially weak link in the financial chain should we enter more stressful times”."
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