Italian tail risks

Here’s my take from CNBC on the sizeable tail risks in the Italian market, including the prospect of early elections.

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Portfolio Thinking

US inflation – vlogging a dead horse?

With US inflation picking up much more slowly than expected in recent years, markets seem to be ignoring the cyclical risks. We think that's a mistake and one that could come back to bite investors. Here's a chance to find out why and what we're doing about it...

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Unreactive function

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.

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Turkey under the grill

The temperature's roasting and the Turkish economy is under the spotlight. With President Erdoğan fighting financial markets, the contagion is spreading fast. So which parts are overdone and are there any tempting morsels worth trying? Here are our latest thoughts from Bloomberg TV. 

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