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.

02 April
2026 _ NEWS

Hormuz muove i prezzi, gli utili guidano il mercato.

Se guardiamo a quello che sta succedendo oggi sui mercati, il primo elemento che salta......

26 March
2026 _ NEWS

Uncertainty and Pessimism: Why the Market Might Surprise on the Upside

The week on the markets was dominated by a complex interplay of macroeconomic and geopolitical......

19 March
2026 _ NEWS

The clamor of war versus the power of the economy

The week on the markets was dominated by two very powerful forces that intertwined: on the one......

12 March
2026 _ NEWS

The market between energy shock and solid fundamentals

The week on the markets was dominated by a factor that investors had not seen with such intensity......

05 March
2026 _ NEWS

Geopolitics and AI: the market recalibrates risk

Geopolitical risk returns to the markets, with the conflict between the United States/Israel and......

26 February
2026 _ NEWS

Beneath the surface of the market, everything is changing

If we look at the performance of the S&P 500 over the last few weeks, we might almost get the......

19 February
2026 _ NEWS

Quando il mercato smette di cercare vincitori e inizia a cacciare i perdenti

The week on the markets was an interesting balancing act, with macro signals that, at times, seemed......