1. Newsroom
Menu

Newsroom


Analisi 14.08.2017

Asian Stocks Climb Higher, led by China and India

Asian Market Review and Outlook - July 2017

Analisi 03.08.2017

In a mid-cap market that is poorly covered by analysts, lots of stocks remain attractive

Since the start of the year, the small- and mid-cap segment has had the wind in its sails as far as investors are concerned. As it is more exposed to domestic markets, the small- and mid-cap universe is presenting a number of opportunities in Europe.

Analisi 31.07.2017

Trump’s Half Year in Office and the Two Events that Matter for Asian Markets

Asian markets have posted a better than expected performance in 2017, as share price returns have been supported by stronger earnings growth in technology stocks while a recovery in commodity prices benefited cyclical and industrial companies.

Analisi 24.07.2017

Prospettive d'investimento 3° Trimestre 2017

Numerosi aspetti hanno reso insolito il primo semestre del 2017.
Analisi 18.07.2017

Old Europe is launching a new Europe

The calm after the storm.

Analisi 10.07.2017

Second Half Outlook for Asian Markets

A better than expected pickup in global trade dynamics and elevated confidence levels lifted world markets higher over the first half of 2017.

Analisi 28.06.2017

Protecting against ‘Protectionism’

The rising risk of global trade, capital and labour protectionism is an important investment topic.

Analisi 16.06.2017

Asian stocks extend gains as expected correction fails to materialise

Asian Stocks Extend Gains as Geopolitical Concerns Do Not Lead to “Sell in May” Correction.


Analisi 16.06.2017

Asian stocks extend gains as expected correction fails to materialise

Asian Stocks Extend Gains as Geopolitical Concerns Do Not Lead to “Sell in May” Correction.

Analisi 12.06.2017

UK elections - Political challenges continue

The disappointing outcome for UK Prime Minister Theresa May’s Conservative Party suggests a fragile political backdrop as the British government enters negotiations about its exit from the European Union.

Analisi 26.05.2017

The time is right for convertible bonds

The beginning of a trend

Analisi 24.05.2017

Puntare sulle small cap

Opportunità d'investimento con un’esposizione selettiva nelle regioni

Analisi 17.05.2017

Liquid Alternatives to complement a Fixed Income Allocation

The end of 2016 represented a period of transition for global markets and it seems that we are currently in a new paradigm, particularly in the U.S.
Analisi 15.05.2017

Asian stocks extend gains as populist rhetoric grows less fashionable

Global equities hit a historic high in April on the back of strong US technology earnings, resilient Chinese economic data and evidence of a cyclical recovery in the Euro area.
Analisi 10.05.2017

Country risk allocation: a vital component in investment strategies

Country risk allocation in emerging markets investment strategies is a vital component, yet still largely underrepresented.

Analisi 01.05.2017

Bond markets: time to get out of the euro aggregate market

The economic scenario has rarely been so favourable to the credit market: the global economy is in a cyclical upturn, recessionary risks are more remote, and inflation remains contained, although still rising.