Podcast
Whether you're driving, walking, in the office or at home, with headphones in your ears or not, don't miss updates on financial markets and the information you need to invest smartly.
2025 _ NEWS
Defensive stocks as an anchor of stability for portfolios
The week ended on a positive note for global stock markets, with gains led by US small caps,......
2025 _ NEWS
Fed cuts on the horizon and better-than-expected quarterly results
In the August 11, 2025 episode, Stefano Reali, fund manager at Pharus, highlights how markets......
2025 _ NEWS
Capex Boom: Opportunity or Bubble?
Last week, financial markets experienced a period of risk aversion, with global indices falling by......
2025 _ NEWS
Summer rally between enthusiasm and fragility
At the end of July, the markets appear surprisingly calm: the S&P 500 and Nasdaq are hitting new......
2025 _ NEWS
Market highs and liquidity lows: beware of excesses
In mid-July, the economy continues to surprise with its resilience, but uncertainties about......
2025 _ NEWS
Profits at the Top, Duties at the Gates: Who Wins?
At the heart of the financial summer, global markets are showing surprising stability, but behind......
2025 _ NEWS
Historical Maxims, But at What Price?
Global equity markets opened the third quarter on all-time highs in local currency terms, driven by......
2025 _ NEWS
US trade chaos: an opportunity or a threat
President Trump continues to drive US trade policy with a controversial and chaotic approach. Last......
2025 _ NEWS
Rischi di Recessione USA: Investitori Ottimisti sull’Europa
Global markets experienced a week of recovery, with stock indexes up slightly and almost all......
2025 _ NEWS
2025 like 2018? Signs of déjà vu
In the latest episode of our weekly podcast, Stefano Reali, fund manager at Pharus, analyses the......
2025 _ NEWS
Prices and incentives: navigating the market storm
In this week's podcast, Stefano Reali, investment director and fund manager at Pharus, analyses......
2025 _ NEWS
Growth fears: markets under pressure
Financial markets are sending mixed signals amid concerns about a slowdown in economic growth,......
2025 _ NEWS
Slowdown or growth? The markets' bet for 2025
The week in the markets was volatile, with global equities falling 1%, while China and European......
2025 _ NEWS
Growing Europe: The numbers you can't miss
In the latest episode of our weekly podcast 'Navigating the Markets', we look at the issues......
