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25 August
2025
_ NEWS

Nvidia, decisive chip test

Last week, global markets closed slightly higher, buoyed by comments from Fed Chair Jerome Powell.......

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18 August
2025
_ NEWS

Defensive stocks as an anchor of stability for portfolios

The week ended on a positive note for global stock markets, with gains led by US small caps,......

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11 August
2025
_ NEWS

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

In the August 11, 2025 episode, Stefano Reali, fund manager at Pharus, highlights how markets......

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04 August
2025
_ NEWS

Capex Boom: Opportunity or Bubble?

Last week, financial markets experienced a period of risk aversion, with global indices falling by......

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28 July
2025
_ NEWS

Summer rally between enthusiasm and fragility

At the end of July, the markets appear surprisingly calm: the S&P 500 and Nasdaq are hitting new......

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21 July
2025
_ NEWS

Market highs and liquidity lows: beware of excesses

In mid-July, the economy continues to surprise with its resilience, but uncertainties about......

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14 July
2025
_ NEWS

Profits at the Top, Duties at the Gates: Who Wins?

At the heart of the financial summer, global markets are showing surprising stability, but behind......

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