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.

21 September
2023 _ NEWS

Value as a focus for investors

Investors often and willingly tend to focus their attention on Share Prices. This stems from the......

14 September
2023 _ NEWS

Narratives change and imbalances return

The prevailing market narrative once again homes in on macrodata and, in particular, the resilience......

07 September
2023 _ NEWS

Macro Data: Slowdown swept under the rug

Macroeconomic data from the United States last week showed a clear slowdown. Let's take a......

31 August
2023 _ NEWS

How you should be positioned with equities and bonds in the final 4 months of the year

The stock markets have shown positive double-digit performance driven by several sectors which have......

27 July
2023 _ NEWS

The Classic Hated Young Bull Market

These days the American earnings season is coming into full swing and also in Europe many companies......

19 July
2023 _ NEWS

The unsurprising possible rise in inflation in August

Last week the major inflation indexes confirmed how the deflation......

18 July
2023 _ NEWS

Net 4% safe investments. Do they exist?

There has been a lot of talk in recent weeks about the opportunity that some deposit accounts......