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.

23 April
2026 _ NEWS

A relief rally, or the start of a new uptrend?

If we look solely at the index figures, the message would seem straightforward: the market has put......

16 April
2026 _ NEWS

When the fundamentals come back to haunt us

If we look at what is happening in the markets today, the first thing that stands out is an......

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......