Azimut Investments - Market Insights
INSIGHTS AND DOCUMENTS
UPDATES FROM THE FINANCIAL WORLD
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...
Never has stock market performance been so polarized as this year, with a handful of stocks explaining the entire positive performance of the main indices.
Episode 3 - Financial Diversification and Planning
Today we will take a deep dive into financial planning and diversification: What do we mean by financial planning and diversification. Which are the primary challenges and opportunities. What is behavioral finance.What are the reasons to build and efficient portfolio. Stay tuned for many more...
ON THE DEBT CEILING
As usual, the debate over raising the debt ceiling in the United States seems to be ending favorably, exactly on the heels of the date on which a sovereign default is likely to occur. Neither party wants to take the risk of being associated with such an event, which could have catastrophic...