News&Events

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.

The rally in global equities paused to end the week slightly lower, with corporate earnings......

Equity markets continued to be exceptionally strong, reaching their 47th new high of the year, with......

17 October
2024
_ NEWS

Q4: risks and opportunities

1.Last quarter: between profits and macro data The last quarter of 2024 has begun. A......

The week was characterised by flat global equity indices. On the other hand, the Chinese market......

This week has seen global equity indices rise by around 1.5% to new all-time highs, led by one of......

The long-awaited day of 18 September has arrived and, as expected, the Fed opens the new era of......

19 September
2024
_ NEWS

Central Banks: oil or Petrol Indicator?

The machine of the economy is beginning to show some flashing warning lights. It is now up to the......

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