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.

04 August
2025 _ NEWS

Capex Boom: Opportunity or Bubble?

For the first time in a long time, the week just ended was a “risk off” week, with......

31 July
2025 _ NEWS

Summer rally between enthusiasm and fragility.

It is the end of July, and looking at market trends, it would seem to be a quiet summer. The S&P......

24 July
2025 _ NEWS

Market highs and liquidity lows: beware of excesses.

In mid-July, we find ourselves at a crucial point in the year: the economy continues to surprise......

14 July
2025 _ NEWS

Profits at the Top, Duties at the Gates: Who Wins?

As we approach the heart of summer, financial markets seem to have found a new, fragile stability.......

07 July
2025 _ NEWS

Historical Maxims, But at What Price?

We entered the third quarter of the year with global equity markets (expressed in local currencies)......

01 July
2025 _ NEWS

What's moving under the surface of the Rally?

A fragile truce between Israel and Iran helped commodities and bond yields fall, while equity......

23 June
2025 _ NEWS

Risk Off o Opportunità? Come i Mercati Reagiscono agli Shock

The dominant theme of the week is undoubtedly the re-ignition of the conflict between Iran and......

16 June
2025 _ NEWS

Narrativa vs realtà: la Geopolitica Rallenta il Rally?

While the media climate remains pervaded by gloomy forecasts, the market continues to demonstrate......