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.

09 May
2024 _ NEWS

China, Powell and economic indicators: what to expect?

A positive week closes for equity markets with global indices up about 1 percent. Outperforming......

02 May
2024 _ NEWS

Nothing sedates rationality like large doses of effortless money

‘The return of gravity’ The return of gravity The......

18 April
2024 _ NEWS

Credit spreads: how to prepare for excesses

Both stock and bond markets always tend to move from one excess to another. As can be seen from the......

28 March
2024 _ NEWS

March 2024:Someone's sitting in the shade today because someone planted a tree a long time ago

'Patience, rationality and courage' There is Value but it needs to be......

26 March
2024 _ NEWS

Japan: Historic turning point?

The rise of inflation, which after the pandemic and the outbreak of the Russian-Ukrainian conflict......

22 March
2024 _ NEWS

Discovering emerging markets - Part I

The East Emerging markets and developing economies together account for 40% of global......

22 March
2024 _ NEWS

Discovering emerging markets - Part II

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