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02 December
2024
_ NEWS

Bessent and Trump's economic policies: a new era for investment

Global equity markets rallied last week after a period of weakness, approaching all-time highs once......

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25 November
2024
_ NEWS

The stock market at a turning point: analysis of prices, earnings and expectations for 2025

In today's podcast, Stefano Reali, manager of the Pharus fund, analyses the week in the......

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18 November
2024
_ NEWS

Between contrasts and opportunities: The outlook for equity and bond markets

The rally in global equity markets has stalled, with US markets consolidating after a strong......

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11 November
2024
_ NEWS

Between Trump and the Fed: The dynamics underpinning financial markets

Financial markets ended the week on a positive note, with global indices up 4% and US small caps up......

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04 November
2024
_ NEWS

Markets between elections, macro data and quarterly reports: Who will take the hit?

Equity markets showed signs of consolidation this week, with volatility rising on the back of the......

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28 October
2024
_ NEWS

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

This is the episode for 28 October: Pharus' Stefano Reali sums up the week. Global equity......

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21 October
2024
_ NEWS

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

In the episode of 21 October 2024, Stefano Reali, fund manager at Pharus, describes a fast-growing......

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