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.

06 October
2025 _ NEWS

Wall Street accelerates, the economy slows down

It has been a week full of macro, technical, and fundamental developments, with stock markets......

02 October
2025 _ NEWS

Not all that glitters is gold at NVIDIA

The week opened with new record highs for the S&P 500 and Nasdaq, driven by renewed strength in......

23 September
2025 _ NEWS

Fed, AI, and record multiples: the week that reshaped the markets

The most significant news of the week came from the Federal Reserve, which, as widely expected, cut......

17 September
2025 _ NEWS

Will the Fed cut interest rates? Here's what will change

It has been an important week for the markets, which have reached new highs, driven by a mix of......

11 September
2025 _ NEWS

AI and the Fed: the mix that drives the S&P 500

Over the past week, stock markets have continued to rise, buoyed by growing confidence that the......

04 September
2025 _ NEWS

Financial markets: Record figures and surprising profits

This week ends with the market still suspended between robust macroeconomic data, expectations of......

25 August
2025 _ NEWS

Nvidia, decisive chip test

Today, we want to take stock of some of the issues that are driving the markets at this mid-year......