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.

24 October
2024 _ NEWS

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

Equity markets continued to be exceptionally strong, reaching their 47th new high of the year, with......

17 October
2024 _ NEWS

Q4: risks and opportunities

1.Last quarter: between profits and macro data The last quarter of 2024 has begun. A......

10 October
2024 _ NEWS

The paradox of risk: What the Chinese rally is teaching global markets

The week was characterised by flat global equity indices. On the other hand, the Chinese market......

03 October
2024 _ NEWS

The Return of China: The Chinese Bazooka is in Action!

This week has seen global equity indices rise by around 1.5% to new all-time highs, led by one of......

26 September
2024 _ NEWS

Lower rates, lower growth: will the Fed save the economy?

The long-awaited day of 18 September has arrived and, as expected, the Fed opens the new era of......

19 September
2024 _ NEWS

Central Banks: oil or Petrol Indicator?

The machine of the economy is beginning to show some flashing warning lights. It is now up to the......

12 September
2024 _ NEWS

Freefalling rates: too late for the Fed?

Over the past month, global equity indices excluding China have been in positive territory with......