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.

25 August
2025 _ NEWS

Nvidia, decisive chip test

Today, we want to take stock of some of the issues that are driving the markets at this mid-year......

18 August
2025 _ NEWS

Defensive stocks as an anchor of stability for portfolios

Today, we want to take stock of some of the issues that are driving the markets at this mid-year......

11 August
2025 _ NEWS

Fed rate cuts on the horizon and better-than-expected quarterly results

So far, the markets have absorbed the slight correction and concerns about growth that emerged from......

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.......