A major european shift: Lorenzo Vangelisti’s commentary in Ticino Management

Lorenzo Vangelisti, Founder and CEO of Valeur Group, comments on Europe’s new fiscal and economic dynamics in Ticino Management.
The April 2025 edition of Ticino Management analyzes the recent shifts in European fiscal and economic policies. Vangelisti highlights how increased defense spending and new fiscal measures mark a major turning point: offering growth opportunities, but also posing challenges related to inflation and debt sustainability. The article also explores the impact on financial markets and the need for more agile investment strategies.