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.

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......

20 June
2024 _ NEWS

Artificial intelligence knocks on the door of Utilities

That Artificial Intelligence (AI) will be a major innovation and the main driver of productivity......

11 June
2024 _ NEWS

Pharus Sicav Best Regulated Companies distributes the ninth dividend

Pharus team is pleased to inform that, on June 11, 2024, the ninth semi-annual dividend of Pharus......

06 June
2024 _ NEWS

FED and ECB: Monetary policy challenges between cuts and inflation

With the reporting season now over, resulting in yet another upward revision of earnings growth......

31 May
2024 _ NEWS

May 2024: Optimism is the enemy of the rational investor

"Optimism fuels excess" Optimism fuels excess Our April commentary......