Investment

Chart of the Month: European Sovereign Spreads: Time to be cautious?

by Pierre Mouton

European Sovereign Spreads: Time to be cautious?

Source: Bloomberg
Source: Bloomberg

The chart here above illustrates the yield spread between the 10 years Italian BTP and the 10 years German Bund since 2010.

The incredible 2011 spike in the midst of the European Sovereign crisis is striking on the chart, especially when compared to the relatively quiet period experienced since 2014. Since the 2011 crisis the ECB has been very wary in order to prevent the market from becoming fearful again about Southern Europe (especially Italy, Spain and Portugal because Greece is a different story), either verbally with Mr. Draghi’s famous “whatever it takes” speech, or actively through the different asset buying programs they have implemented.

As a result, today’s Italian or Spanish spreads versus Germany are quite compressed and it seems difficult to imagine them getting much lower from here. As an example, Italy trades somewhere between 120 and 140 basis points higher than Germany today, which seems pretty low when taking into consideration the rating differential between both countries (BBB versus AAA), but even more so when looking at the absolute yield provided by the Italian 10 year BTP, roughly 1.2%.

When it comes to fundamentals, caution seems even more necessary: Italy’s debt to GDP ratio stood at 135% at the end of March this year, Spain’s at 101% whereas Germany’s ratio was 71%.
The trend calls for caution as well, because since the beginning of 2011 this ratio has gone from 115% to 135% for Italy, from 61% to 101% for Spain but has decreased from 81% to 71% for Germany. Forecasts for this year are not encouraging and the relative and absolute deterioration of both Italy and Spain’s fundamentals looks set to last.

The ECB can obviously act as a safeguard against any panic before the very important political events which are ahead of us, for example the Italian referendum in December this year, which will probably turn out to be a vote for or against the European Institutions. But can the ECB go very far in terms of spread compression? In other terms, can the European Central Bank decide to squeeze European spreads despite increasingly diverging fundamentals, and in any case would Germany accept it? We definitely doubt it and would once again reiterate our cautious stance on countries like Italy, Spain, Portugal and, to a lesser extent, France.

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Antonio Mira
CHIEF FINANCIAL OFFICER, MEMBER OF THE EXECUTIVE COMMITTEE

Antonio Mira joined NS Partners in 2006 as Group Chief Financial Officer. He heads the corporate functions and is involved in coordinating and implementing the decisions of the Executive Committee.
An experienced bank auditor, Antonio started his career in 1995 with Arthur Andersen, where he worked for some 7 years before joining Ernst & Young in 2002 as a Senior Manager.
Antonio is a Swiss chartered accountant and a Business graduate of Lausanne University (HEC).

Sébastien Poiret
DEPUTY HEAD OF WEALTH MANAGEMENT

Sébastien Poiret joined NS Partners in 2008 and manages funds of hedge funds and private client mandates. He also oversees the development of the Group’s offices in Mauritius.

Prior to joining NS Partners, he served as a Trader, Head of Manager research and Portfolio Manager in the USA and Switzerland for a single hedge fund (1998-2004) and for Optimal (2004-2008), Grupo Santander’s fund-of-hedge funds operations.

Sébastien holds a Bachelor’s degree in Corporate Finance from the ESPEME Business School (EDHEC Group) and an MBA in Finance and Economics from the Institute of Business Administration, both in Nice.

Abir Oreibi
BOARD DIRECTOR

Abir Oreibi joined the Board of the NS Partners Group in 2018, where she brings her truly international perspective and rich experience.
Among many other ventures, Abir set up Alibaba.com’s first European office. After living and working in Shanghai, Hong Kong, Bangkok and London, she now lives in Geneva, where she is CEO of Lift Events, an organization that identifies technology trends, their business and social impact through the organization of events and open innovation programs. Issues related to the challenges and opportunities created by new technologies as well as the strategic responses from organizations are at the heart of Lift’s activities.
Abir holds a BA in Political Sciences from the University of Geneva. She is an investor, and member of advisory and innovation boards.

Romain Pidoux, CAIA

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Romain Pidoux joined NS Partners in 2011 and heads the Group’s Risk Management.
He started his financial career in 2005 as Head of Quantitative Analysis for a Swiss Family Office, selecting funds and managing portfolio allocation. In 2008, he switched to the alternative world and joined Peak Partners as hedge funds analyst.
He is a Chartered Alternative Investment Analyst (CAIA) and holds a Master’s degree in international relations from the Graduate Institute of International Studies at Geneva University.

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