News&Events

Articles and news exploring issues related to the financial market, with regard either to macroeconomic challenges or to individual sectors or asset classes, and to the mutual funds we manage. Events bringing clients and employees together, both virtually and physically.

13 November
2024 _ NEWS

Between Trump and the Fed: The dynamics underpinning financial markets

Financial markets ended a very positive week with global equity indices up around 4%, in many cases......

07 November
2024 _ NEWS

Markets between elections, macro data and quarterly reports: Who will hold the whip?

A period of apparent consolidation continues in the markets. However, volatility is on the rise in......

31 October
2024 _ NEWS

US economy 'the envy of the world'... But for how long?

The rally in global equities paused to end the week slightly lower, with corporate earnings......

24 October
2024 _ NEWS

US in Goldilocks mode as Europe slashes interest rates: What to expect?

Equity markets continued to be exceptionally strong, reaching their 47th new high of the year, with......

17 October
2024 _ NEWS

Q4: risks and opportunities

1.Last quarter: between profits and macro data The last quarter of 2024 has begun. A......

10 October
2024 _ NEWS

The paradox of risk: What the Chinese rally is teaching global markets

The week was characterised by flat global equity indices. On the other hand, the Chinese market......

03 October
2024 _ NEWS

The Return of China: The Chinese Bazooka is in Action!

This week has seen global equity indices rise by around 1.5% to new all-time highs, led by one of......