News&Eventi

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.

25 May
2023 _ NEWS

Matter of "breadth"

U.S. and European stock indexes have been performing in double digits since the beginning of the......

17 May
2023 _ NEWS

Credit crunch tests balance sheets

The deflationary trend is now well established. The latest U.S. inflation data showed CPI and core......

03 May
2023 _ NEWS

The relationship between macro data, earnings expectations and the stock market

The stock market always tends to anticipate both macro data and analysts' earnings......

13 April
2023 _ NEWS

From Inflation to Credit Crunch

The key focus of the market is slowly shifting from inflation to economic slowdown, driven by high......

06 April
2023 _ NEWS

Earnings call the bull

That a scenario of potential start of a new bull market is slowly unfolding would certainly not be......

04 April
2023 _ NEWS

The Crucial Role of UCITS Funds for Investment Advisors and Managers

Investment management has evolved tremendously over the years, with investors having access to a......

29 March
2023 _ NEWS

Banking turmoil or return to normalcy?

On Friday, a week after the Credit Suisse case, the European market was hit again......