Podcast
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2026 _ NEWS
Beneath the surface of the market, everything is changing
The podcast on Monday, February 23, 2026 analyzes a stock market that appears static on the surface......
2026 _ NEWS
When the market stops looking for winners and starts hunting down losers
The week on the financial markets showed a shift in tone that was more subtle than dramatic. There......
2026 _ NEWS
Forget Big Tech: the real winner of 2026 surprises everyone
The week ending February 9, 2026 marked a change in tone in the financial markets. This was not a......
2026 _ NEWS
All true, but not enough at this stage of the cycle.
Welcome to a new episode of the Pharus podcast, Navigating the Markets. I am Stefano Reali, fund......
2026 _ NEWS
This is no time for mistakes: the market is selective
In the January 26, 2026 episode of the podcast, Stefano Reali, fund manager at Pharus, describes......
2026 _ NEWS
Everything is going well. And that's exactly the problem
In his weekly market commentary, Stefano Reali, fund manager at Pharus, describes the start of 2026......
2026 _ NEWS
The market is changing voice, not cycle
The start of 2026 sends a clear but ambiguous message to the markets: the environment remains......
