The U.S. profile is impacted both by ESG leaders like Microsoft and Berkshire Hathaway and names like Facebook, Amazon.com, and Johnson & Johnson facing ESG risks.
In a globalized world, many stock markets move in sync. Is that still true during the pandemic?
With crucial budget issues unresolved, the situation in Italy is fluid and investors need to stay focused on long-term fundamentals.
The Italian banking system is seen as the weakest in Europe, but Mediobanca has a higher-quality loan book and better business mix than other groups.