Kairos Archivi - Bluerating.com

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Mercati: repricing dovuto, ma quasi completato

<img width="640" height="360" src="https://www.bluerating.com/wp-content/uploads/2017/04/cropped-ZurichInsurance.jpg" class="img-fluid wp-post-image" alt="" decoding="async" />

Fondi e polizze

Zurich-Kairos, pronti all’acquisto

Asset allocation: è arrivata l’ora di giocare in difesa

Quale asset allocation in un mondo fortemente sbilanciato?

<img width="467" height="367" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg 467w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-250x196.jpg 250w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-120x94.jpg 120w" data-src="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg" data-sizes="(max-width: 467px) 100vw, 467px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="467" height="367" src="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg 467w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-250x196.jpg 250w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-120x94.jpg 120w" sizes="(max-width: 467px) 100vw, 467px" />

Usa, Cina ed Europa: ecco cosa serve per una ripresa del bull market

pmi

Asset allocation: autunno con buone prospettive per le Pmi italiane quotate

Kairos: attesa per metà settembre l’offerta vincolante di Zurich

Investimenti: segnali macro discordanti e mercati in equilibrio precario

<img width="640" height="360" src="https://www.bluerating.com/wp-content/uploads/2017/04/cropped-ZurichInsurance.jpg" class="img-fluid wp-post-image" alt="" decoding="async" />

Zurich, trattativa in esclusiva per rilevare Kairos

Banca Patrimoni Sella, avviate le attività per la due diligence su Kairos

Barbie, Taylor Swift e la Fed

Investimenti: la differenza tra tassi ufficiali e tassi percepiti

Investimenti: ecco quando alleggerire le posizioni

Sella-Kairos, si tratta per l’acquisizione

<img width="467" height="367" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg 467w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-250x196.jpg 250w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-120x94.jpg 120w" data-src="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg" data-sizes="(max-width: 467px) 100vw, 467px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="467" height="367" src="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg 467w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-250x196.jpg 250w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-120x94.jpg 120w" sizes="(max-width: 467px) 100vw, 467px" />

Mercati, attenzione: il rialzo ha bisogno di una sosta

Obbligazioni, parola d’ordine: restare “fully invested”

Mercati: massima attenzione al Treasury decennale Usa e alle sue correlazioni

Investimenti: ecco perché non torneremo al mondo del 2019

<img width="467" height="367" alt="" decoding="async" data-srcset="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg 467w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-250x196.jpg 250w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-120x94.jpg 120w" data-src="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg" data-sizes="(max-width: 467px) 100vw, 467px" class="img-fluid wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="467" height="367" src="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg" class="img-fluid wp-post-image" alt="" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro.jpg 467w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-250x196.jpg 250w, https://www.bluerating.com/wp-content/uploads/2022/01/orso-toro-120x94.jpg 120w" sizes="(max-width: 467px) 100vw, 467px" />

Investimenti e mercati: tutto male, tutto bene…

Banche italiane: ancora un’opportunità, ma fino a quando? La view di Kairos

Tetto del debito Usa: opportunità di acquisto da usare con cautela

inflazione

<img width="622" height="443" src="https://www.bluerating.com/wp-content/uploads/2019/09/Inflazione.jpg" class="img-fluid wp-post-image" alt="inflazione" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2019/09/Inflazione.jpg 622w, https://www.bluerating.com/wp-content/uploads/2019/09/Inflazione-250x178.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/09/Inflazione-120x85.jpg 120w, https://www.bluerating.com/wp-content/uploads/2019/09/Inflazione-600x427.jpg 600w" sizes="(max-width: 622px) 100vw, 622px" />

Asset allocation: dopo tre anni di inflazione l’azionario resta un buon porto

Investimenti: le politiche fiscali continuano a sostenere l’economia

fed

La lezione di tassi e multipli del passato con i Fed Funds al 5%

Investimenti: i pro e i contro di un portafoglio multipolare

“Frenata dolce”: tassi, crescita e utili verso il punto d’inversione

inflazione

<img width="622" height="443" src="https://www.bluerating.com/wp-content/uploads/2019/09/Inflazione.jpg" class="img-fluid wp-post-image" alt="inflazione" decoding="async" srcset="https://www.bluerating.com/wp-content/uploads/2019/09/Inflazione.jpg 622w, https://www.bluerating.com/wp-content/uploads/2019/09/Inflazione-250x178.jpg 250w, https://www.bluerating.com/wp-content/uploads/2019/09/Inflazione-120x85.jpg 120w, https://www.bluerating.com/wp-content/uploads/2019/09/Inflazione-600x427.jpg 600w" sizes="(max-width: 622px) 100vw, 622px" />

Investimenti: “greenflation” vs “greedflation”

Investimenti: utopia, distopia e realtà dell’intelligenza artificiale

Cosmelli: “Ecco le strategie di Kairos nel private banking”

Investimenti: lezioni da una crisi