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.
2025 _ NEWS
Redeeming markets: Optimism, inflation and valuations to watch
The week of 20 January saw a return to risk-on markets, with equities and bonds rising. After a......
2025 _ NEWS
2025 is already here: the trade-off between risk and return
In the podcast of 13 January 2025, Stefano Reali, fund manager at Pharus, analyses the economic and......
2024 _ NEWS
Yields and valuations: the delicate balance in 2024
In today's podcast, Stefano Reali, fund manager at Pharus, analyses the main economic and......
2024 _ NEWS
S&P500 on the rise: The return of animal spirits
Global equity markets continued to hit new all-time highs in December, with the S&P500 reaching its......
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......
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......
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......
