Andrea Delitala

Andrea Delitala, Head of Euro Multi Asset at Pictet Asset Management, shares insights on the recent shifts in the European Central Bank's monetary policy and its impact on inflation. He discusses the delicate balancing act between stimulating growth and managing inflation expectations. The conversation also touches on the evolving dynamics of global trade, particularly the US-China tariffs, and their implications for American growth. Delitala further analyzes the stock and bond market recovery, highlighting the euro's strength against the dollar and its effects on international investments.

Andrea Delitala, Head of Euro Multi Asset presso PICT Asset Management, esperto in asset allocation e macro geopolitica. Parla dello stallo nello Stretto di Hormuz e delle sue ricadute sul petrolio. Discute rischi per la navigazione, flussi alternativi e tempi di ripristino. Esamina la vulnerabilità energetica europea rispetto a Usa e modelli nazionali diversi.