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Asset management and fund structuring boutique

Leave politics to the politicians

Sep 26, 2022

“Leave politics to the politicians” does no longer hold in Europe. Take British PM’s plan of tax cuts and extra borrowing that was coldly received by investors knocking down the Pound. Or take the political mess in Italy that led to the resignation of Draghi and the probable election of the Far Right Meloni as PM in a context of high public debt and the energy crisis. The Italian stock market now trades at book value, a rare event and showing an extreme bearishness on Italy. In such an environment, we are actively searching for investment opportunities in solid business trading at bargain valuations as these are unfairly taken hostage by the political and economic situation.

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