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28 October
2024
_ NEWS

US economy 'the envy of the world'... But for how much longer?

This is the episode for 28 October: Pharus' Stefano Reali rounds up the week. Global equity......

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21 October
2024
_ NEWS

US in Goldilocks mode as Europe slashes interest rates: What to expect?

In the episode of 21 October 2024, Stefano Reali, fund manager at Pharus, describes a fast-growing......

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15 October
2024
_ NEWS

Fourth Trimester: Risks and Opportunities

Last week's focus was on US inflation, which continues to fall, but this week's focus is on......

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08 October
2024
_ NEWS

The paradox of risk: What the Chinese rally is teaching global markets

China is soaring (+35% YTD) while the rest of the world remains stable. Growth is almost double......

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30 September
2024
_ NEWS

The return of China: The Chinese Bazooka is in action!

The week was a positive one for global equity markets with a 1.5% gain, led by a rebound in the......

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24 September
2024
_ NEWS

Rates down, growth down: Can the Fed save the economy?

The Fed announced a 50 basis point cut, marking the start of a period of monetary easing. Despite......

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17 September
2024
_ NEWS

Rate cuts and the market: what to expect

The ECB recently cut interest rates for the second time with inflation at 2.2 percent, shifting the......

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