Budget Accord to Help Sentiment for Italian Assets, SGMC Capital Says

The video discusses the potential breakthrough for European assets, particularly Italian ones, amidst the negativity of 2018. It highlights the impact of Brexit and the global environment on European sentiment. The discussion delves into the German-Italian spread, investment strategies, and the value of Italian assets. The future outlook suggests opportunities in Italian credit and bank equities, with a positive risk-reward scenario.

What is the current outlook on Italian credit and why?

What are the expectations for investor behavior in the new year regarding Italian assets?