Podcast
Whether you're driving, walking, in the office or at home, with headphones in your ears or not, don't miss updates on financial markets and the information you need to invest smartly.
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......
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......
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......
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......
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......
2024 _ NEWS
Fourth Trimester: Risks and Opportunities
Last week's focus was on US inflation, which continues to fall, but this week's focus is on......
2024 _ NEWS
The paradox of risk: What the Chinese rally is teaching global markets
China is soaring (+35% YTD) while the rest of the world remains stable. Growth is almost double......
