Speciale Market Trends - III quarter 2025
In the latest episode of Market Trends, our quarterly deep dive dedicated to market analysis and investment outlooks, we discussed the main economic and financial scenarios shaping the current international context.
The debate, moderated by Andrea Cabrini, Director of Class CNBC, featured distinguished guests:
· Giorgio Gobbi, Director of the Milan Branch of the Bank of Italy
· Marco Piersimoni, Co-Head Euro Multi Asset at Pictet AM
At the center of the discussion were two key topics: the phenomenon of reshoring, with the opportunities this trend can create for investors, and the outlook for major European banks, with particular focus on capital strength and subordinated bonds.
A dialogue rich with insights to better understand ongoing dynamics and the possible implications for building resilient portfolios.