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Analisi 29.01.2018

What is the ECB’s strategy?

Focus on the ECB’s monetary policy: still accommodative, but for how long?
Analisi 10.01.2018

Oro, partenza sprint a inizio 2018, ma la stabilizzazione è dietro l’angolo

L’oro ha aperto il 2018 facendo i fuochi d’artificio, toccando i massimi da metà settembre 2017.

Analisi 08.01.2018

Asian Bourses look to carry strong 2017 into 2018

Asia Market Review and Outlook - December 2017

Analisi 19.12.2017

Indian stocks look to mirror China's 2017 performance

Khaleej Times (17.12.2017) - Emerging markets are beginning to encounter headwinds. Following positive year to date returns the temptation to take profits surfaces as political concerns take heed particularly in the Middle East, South America and Southern Africa.

Analisi 08.12.2017

Asian Stocks inch higher as India’s GDP reading reverses earlier declines

Asia Market Review and Outlook - November 2017.

Analisi 23.11.2017

Swiss equities: Investing in global growth

The Swiss market relative to the MSCI World has delivered significantly higher returns with lower volatility and lower drawdowns.

Analisi 30.10.2017

Consumer Staples - The end of an era?

Market and corporate lifecycles can last a very long time and create large valuation anomalies offering great opportunities for active managers.

Analisi 19.10.2017

Some segments of the bond market are still capable of delivering good returns

The current market environment is contradictory to some extent. Economic activity remains strong, with firm, synchronised growth across all geographical zones, and inflation is neither too high nor too low, allowing central banks to take a very gradual approach when bringing their monetary policies back to normal. The kind of synchronised growth we are currently seeing is also quite rare.


Analisi 16.10.2017

Emerging-market debt: old prejudices die hard

Although they are often regarded as too risky, hard-currency emerging-market corporate bonds have their attractions, including a very competitive risk/return profile. As economic fundamentals improve, investment flows into this asset class are likely to continue growing.
Analisi 12.10.2017

“The stockmarket correction is over in Europe”

After consolidating during the summer months, equity indexes resumed their upward trend last month. However, now is still a good time to take fresh positions in European equity markets, and particularly in the small- and mid-cap segment.
Analisi 11.10.2017

Fed Signals to Shrink Balance Sheet, Asian Currencies Fall

Asian Market Review and Outlook - September 2017

Analisi 05.10.2017

Prospettive d’investimento 2018

Opportunità e rischi nella fase avanzata del ciclo economico

Analisi 28.09.2017

Global Market Conditions Are Offsetting Fed’s Balance Sheet Contraction Strategy

From the Desk of a Fund Manager (September): Global Market Conditions Are Offsetting Yellen’s Balance Sheet Contraction Strategy; Asian Economies Remain Prepared.

Analisi 25.09.2017

Natural catastrophes: when investors take on insurers’ risks

Khaleej Times (18.09.2017) - India's cascading tax regime was not only inefficient for businesses but also translated into higher operating costs.

Analisi 19.09.2017

GST Will Unlikely Beget A Policy Reversal in India

Khaleej Times (18.09.2017) - India's cascading tax regime was not only inefficient for businesses but also translated into higher operating costs.

Analisi 18.08.2017

Look East for New Investment Horizons

Citywire Switzerland - The land of the rising sun will eclipse US investors' funds