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18 June
2024
_ NEWS

Falling inflation and firm rates: where are the opportunities?

Last week brought crucial macroeconomic data, with U.S. inflation falling and the FED holding rates......

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11 June
2024
_ NEWS

Consumer and Value: where to find discounts

The month of November is coming to a close where markets were up +9%, driven by the return of value......

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04 June
2024
_ NEWS

ECB prepares first rate cut: what to expect?

The past week has been full of macroeconomic data, with the focus on European and U.S. inflation......

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21 May
2024
_ NEWS

Powell reassures on inflation, focus returns to growth

The week was positive for financial markets, with gains between 2 percent and 3 percent in global......

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14 May
2024
_ NEWS

Value opportunities: Utilities and Healthcare in focus

Midway through the second quarter, Chinese and British stocks are performing well, thanks to still......

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07 May
2024
_ NEWS

China, Powell and economic indicators: what to expect?

The past week saw global equity markets rise by 1%. China posted a notable increase of 3%, driven......

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30 April
2024
_ NEWS

Macroeconomic data and reporting season: what to expect?

Last week in the markets ended with a combination of macro data and corporate quarterly......

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