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.

The Fund Manager Survey, carried out monthly by the Bank of America with participation of 265......

Earnings season in the USA and Europe has given us a clear message: pay attention to consumer......

For a few weeks now there has been a feeling that change is afoot in the markets, particularly the......

02 November
2023
_ NEWS

Value returns to markets

Recent pleasant surprises from profits and corrections bring value back to the main stock......

26 October
2023
_ NEWS

US 10-year sell-off looks to be over

Macro data, the reporting season and central banks are the topics driving the markets around in a......

Investors always tend to focus on the past to extrapolate the future. This approach is also used......

Increasing rates continues to be the talk of the markets, with the US 10Y skirting around 4.9% and......

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