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.

16 July
2026 _ NEWS

Q2 Earnings Season: The Question Isn't "How Much Will Earnings Grow?"—It's "Will It Be Enough?"

This week, something happened that, on paper, should have unsettled the markets: the ceasefire......

09 July
2026 _ NEWS

S&P500 earnings: half of the growth is purely accounting-driven

If we had to choose just one metric to assess the overall health of the equity market, we would......

02 July
2026 _ NEWS

Market Sell-Off: The Mistake of Waiting for the "Bad News

There’s something paradoxical about what happened in the markets this week. During the months......

25 June
2026 _ NEWS

Fed, Warsh, and the Risk No One Sees

This week, the main focus is the Federal Reserve. On Wednesday, Kevin Warsh held his first press......

16 June
2026 _ NEWS

Il Prezzo dei Carburanti: Perché non scende quando cala il petrolio?

Immagine in copertina: Effetto Rocket and Feather. L’assimetrica dei prezzi 1.......

15 June
2026 _ NEWS

Una settimana a due facce: inflazione record, SpaceX e la fragilità strutturale degli indici

Raramente una settimana di mercato cambia narrativa a metà strada, come durante quella......

11 June
2026 _ NEWS

Il mercato ha ragione. E questo è esattamente il problema.

Venerdì il mercato si è ricordato che la gravità esiste. Un dato sul mercato......