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.

05 November
2026 _ NEWS

AI and the Stock Market: Technology Wins. But Who Funds It?

This week, three major players in the field of artificial intelligence—Alphabet, Microsoft,......

29 October
2026 _ NEWS

AI and the Stock Market: The Room Is Full. Where’s the Emergency Exit?

On Thursday, the Nasdaq had its worst day in four months, falling 2.6%, and semiconductor stocks......

22 October
2026 _ NEWS

Artificial intelligence: the boom continues, but who is funding the race?

U.S. inflation in September came in higher than expected: consumer prices rose by 0.6%......

15 October
2026 _ NEWS

Wall Street: A Tug-of-War Between Earnings and Interest Rates—Who Will Come Out on Top for the S&P 500?

This year, a battle has been raging on the U.S. markets between two opposing forces, and the latest......

08 October
2026 _ NEWS

U.S. 10-year treasury yield at its highest since 2002: is it really time to sell stocks?

We entered October and the final quarter of the year with a contradiction on the table. On the one......

01 October
2026 _ NEWS

When the Stock Market supports the economy (and not the other way around)

September was supposed to be the month of disaster. For weeks, that was all anyone talked about:......

24 September
2026 _ NEWS

The Fed hikes, earnings soar: but how long can this strength last?

This week, we’re looking at two stories that may seem unrelated, but actually raise the very......