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.

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......

12 February
2026 _ NEWS

Forget Big Tech: the real winner of 2026 surprises everyone

The week just ended marked an important shift in market sentiment. Not so much in terms of the......

05 February
2026 _ NEWS

All true, but not enough at this stage of the cycle.

The past week has reinforced a trend that we had already begun to outline in previous episodes:......

29 January
2026 _ NEWS

Non è il momento di sbagliare: il mercato è selettivo

La settimana appena conclusa ci ha ricordato come i mercati siano perfettamente in grado di......

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:......