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16 December
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......

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09 December
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......

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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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