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.

22 December
2025 _ NEWS

2026: the year that tests expectations

The week ended with a rebound that, at least on the surface, restored some confidence to the......

18 December
2025 _ NEWS

Accommodative Fed, AI creaking: the market enters a delicate phase

This week, the markets celebrated the Fed, turned up their noses at Oracle and its AI debts, and......

11 December
2025 _ NEWS

Massimi storici, Nervi tesi: cosa c'è davvero dietro il Rally di fine anno

We begin the last month of the year with an almost schizophrenic feeling. On the one hand, the S&P......

04 December
2025 _ NEWS

Technology cooling down, defenses recovering.

US stock markets continue to show unusually sluggish performance for a time of year that is......

27 November
2025 _ NEWS

AI accounts for 1.2% of US GDP: opportunity or risky concentration?

The past week has clearly shown us how quickly market sentiment can change in a matter of hours. We......

20 November
2025 _ NEWS

Sideways markets, but tensions on the move

It has been a week of ups and downs between risk-on and risk-off on the markets, ending with......

13 November
2025 _ NEWS

The end of AI enthusiasm: selectivity returns

After a week of widespread selling, stock markets are attempting to rebound this morning. Stocks......