Azimut Investments - Market Insights
INSIGHTS AND DOCUMENTS
UPDATES FROM THE FINANCIAL WORLD
HIGH FOR MUCH LONGER
The past two weeks have been marked by central bank meetings. For different reasons, the ECB and the Fed both delivered a surprise
TOWARD NEW EQUILIBRIUMS
At their last meeting on August 24, the countries forming the "BRICS" (Brazil, Russia, India, China and South Africa) invited Saudi Arabia, United Arab Emirates, Egypt, Ethiopia, Iran and Argentina to join the group.
LONG TERM IMPLICATIONS OF HIGHER RATES
Unlike last year, the annual central bank meeting in Jackson Hole was uneventful Market participants' expectations were centered on getting enlightenment about the future of the Fed's monetary policy path.
Episode 6 - Interview with the Portfolio Manager: Marco Vironda
Today we will have a chat with Marco Vironda, Portfolio Manager in Azimut, in order to better understand one of the most popular topics of the moment: ESG. The main topics will be: - What ESG stands for - The key aspects of Environmental, Social and Governance practices in the context of the...
In the latest round of central bank meetings, it was the Bank of Japan that claimed the title of the one that surprised markets the most.
Episode 5 - Batteries and Electric Vehicles
Today we will take a deep dive into the topic of batteries and electric vehicles, and whether these truly are a more sustainable option. The main topics will be: Comparison between electric vehicles and combustion vehicles. The main challenges and opportunities of the sector. Which are the main...
EQUITIES DEFY BONDS
After announcing their intention to pursue increasingly restrictive monetary policies at their June meetings (as discussed in the previous report), central banks reinforced their stance during the symposium in Sintra Portugal, which is considered the second most important gathering after the...
NOT THERE YET
Back in May, central bank meetings had given the market hope that the rate hike cycle had come to an end (Fed) or was about to be (ECB). The Fed, in particular, had emphasized that after a very sustained pace of hikes, rates were at a level that could already be considered restrictive, and thus...