Articoli con tag : equities

Guerra commerciale, guerra valutaria, volatilità: il caldo agosto dei mercati

di Stefano Fossati

A cura di Joseph V. Amato, Presidente e Chief Investment Officer Equities di Neuberger Berman I flussi di notizie hanno preso ancora una volta una piega negativa, ma i mercati azionari sono lungi da un’esuberanza irrazionale. In teoria, questi dovrebbero essere i tranquilli giorni della “canico ...

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“Investors should start the year overweight equities”

di Finanza Operativa

Di Benjamin Melman, Head of Asset Allocation and Sovereign Debt, Edmond de Rothschild AM The reflationary trade triggered by Donald Trump’s election continued into December. The month witnessed a strong catch up from European equities after their significant underperformance in November. The upsw ...

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Investment Strategy

di Finanza Operativa

di Walter Snyder, Swiss Financial Consulting This Newsletter has outlined a consistent investment strategy, which has insisted on avoiding bonds. Under normal circumstances, although one may well wonder what that means in as much as interest rates in the US, Europe and Japan have been historically l ...

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