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.

23 November
2023 _ NEWS

And if current levels of inflation really are just temporary?

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

16 November
2023 _ NEWS

Consumers, earnings and equity markets: What can we expect in the months ahead?

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

09 November
2023 _ NEWS

Will there be a Christmas rally again this year?

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......

19 October
2023 _ NEWS

Inflation: Look ahead, not in the rear-view mirror

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

12 October
2023 _ NEWS

Are we sure we don’t want duration in portfolios?

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