Weekly Regional View Italian

The report highlights the stagnation of globalization and a shift toward a multipolar economic order led by Asia. It advises investors to hedge against geopolitical bottlenecks and rising public debt.

Key Takeaways

• 1.Globalization is stalling amid protectionism, geopolitical tensions, and shifting global economic power toward Asia.
• 2.Rising public debt in G7 countries and potential structural shifts in monetary policy may favor real assets over liquidity.
• 3.Technology and energy transition are key secular growth themes, with electricity demand in advanced economies expected to grow 2-3% annually.

Table of Contents

• Backdrop
• Global asset class preferences definitions
• Appendix

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