INSIGHTS AND DOCUMENTS

UPDATES FROM THE FINANCIAL WORLD

Azimut Podcast

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...

Global View

DATA DEPENDENT

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.

Azimut Podcast

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...

Global View

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...

Global View

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...

Global View

SPARKLING FAANGs

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.

Azimut Podcast

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...

Global View

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...