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30 June
2025
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Cosa si muove sotto la superficie del Rally?

The week ends with a return of risk-on in global markets, thanks to the (formal) truce between......

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23 June
2025
_ NEWS

Risk Off or Opportunity? How Markets React to Shocks

Welcome to this new episode, where we look at two key issues that have captured the markets'......

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16 June
2025
_ NEWS

Fiction vs. reality: is Geopolitics Slowing the Rally?

In the June 16, 2025 episode, Stefano Reali of Pharus Asset Management analyzed the global......

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09 June
2025
_ NEWS

Fundamentals, confidence, liquidity: the real drivers of the market

In the June 9, 2025 episode, Stefano Reali analyzes the current scenario in financial markets.......

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03 June
2025
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Beyond the Noise: How to Select Investment Opportunities in 2025

The 2 June 2025 episode with Stefano Reali of Pharus gives us a sparkling overview of the market.......

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26 May
2025
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Sustainability of US debt: truth or passing panic?

In today's podcast, Stefano Reali analyzes growing investor concern over the sustainability of......

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19 May
2025
_ NEWS

Yields up, tariffs down: this is the new narrative that is moving markets.

This week, global markets reacted positively to the unexpected thaw in relations between the U.S.......

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31 March
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......

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24 March
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......

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17 March
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......

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10 March
2025
_ NEWS

Prices and incentives: navigating the market storm

In this week's podcast, Stefano Reali, investment director and fund manager at Pharus, analyses......

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04 March
2025
_ NEWS

Growth fears: markets under pressure

Financial markets are sending mixed signals amid concerns about a slowdown in economic growth,......

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24 February
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......

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17 February
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......

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