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.

19 September
2024 _ NEWS

Central Banks: oil or Petrol Indicator?

The machine of the economy is beginning to show some flashing warning lights. It is now up to the......

22 August
2024 _ NEWS

How to move in the financial markets with the rate cut?

This week will be the Jackson Hole symposium, in which the FED's words on future monetary......

16 August
2024 _ NEWS

The third quarter point

We are almost halfway through the third quarter with the stock market showing a slightly negative......

08 August
2024 _ NEWS

July 2024: Preparing for the unpredictable

"You can't predict, but you can prepare." In a financial world characterized by......

26 July
2024 _ NEWS

Earnings Season - Central Banks and Discounts

We enter both the US and European earnings season, and we enter it with a market divided into two......

11 July
2024 _ NEWS

Excesses and the profit season

This week sees the start of the long-awaited earnings season. A season that should slowly distract......

27 June
2024 _ NEWS

June 2024: The opportunities for the second semester

Euphoria and Fear: the Sirens of AI The first half of the year ends with a......