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.

22 January
2026 _ NEWS

Tutto sta andando bene. Ed è proprio questo il problema

Durante la settimana i mercati hanno alternato fasi di correzione e tentativi di recupero, in un......

15 January
2026 _ NEWS

Il mercato sta cambiando voce, non ciclo

In questi primi giorni del 2026 il mercato sta mandando un segnale piuttosto chiaro:......

22 December
2025 _ NEWS

2026: the year that tests expectations

The week ended with a rebound that, at least on the surface, restored some confidence to the......

18 December
2025 _ NEWS

Accommodative Fed, AI creaking: the market enters a delicate phase

This week, the markets celebrated the Fed, turned up their noses at Oracle and its AI debts, and......

11 December
2025 _ NEWS

Massimi storici, Nervi tesi: cosa c'è davvero dietro il Rally di fine anno

We begin the last month of the year with an almost schizophrenic feeling. On the one hand, the S&P......

04 December
2025 _ NEWS

Technology cooling down, defenses recovering.

US stock markets continue to show unusually sluggish performance for a time of year that is......

27 November
2025 _ NEWS

AI accounts for 1.2% of US GDP: opportunity or risky concentration?

The past week has clearly shown us how quickly market sentiment can change in a matter of hours. We......