Il Sole 24 Ore | January 2023

Three goals shared by financial consultants, private bankers and their customers.
Between 3 and 4% is the average return expected by CF clients, more cautious (realistic) private clients (2-3%).
The risk appetite is confirmed very low with an acceptable loss only if below 3%, a bitter awakening for Italians struggling with the 2022 statements, an explanation of the success of bond issues (the latest that of Eni ) and deposit accounts with yield, a challenge for asset managers.
Some insights from the research that Fidelity International commissioned to FINER Finance Explorer on Il Sole 24 Ore (PLUS) in an interesting article by Antonio Criscione.