Azimut Investments - Market Insights

We would like to introduce you to the third episode of our monthly Frontier Markets Podcasts Series, the focus of this episode is Uganda.

For several months now, the market has been aware that the coming months are the ones that will be the most insidious for inflation and interest rates.

“It is not the strongest of the species that survives, nor the most intelligent; it is the one most adaptable to change". While there is ample debate as to whether Darwin actually said this phrase or not, its meaning is unquestionably true. And financial markets are no exception.

We would like to introduce you to the second episode of our monthly Frontier Markets Podcasts Series, the focus of this episode is Uzbekistan.

Following up on last week’s Global View report about $1.9 trillion stimulus bill signed into law by President Biden last week, we thought it would be appropriate at this time to discuss the conundrum the Fed is facing ahead of this week’s most anticipated meeting.

We keep hearing about the inflation slowly becoming a mainstream theme. “Slowly” because, we, as the Fixed Income Committee produced our first piece in October ’20, flagging the risk of rising inflation in 2021 driven by the exceptional measures introduced by banks and governments across the...

Everything is unfolding as expected. In our 2021 outlook as well as during Azimut annual convention, we had outlined two main risks for 2021 for financial markets: the inability to contain the pandemic due to the mutation of the virus or problems with vaccine rollouts, and expectations of a...

One thing we can be certain of is that the early part of this millennium will be remembered in the history books as the years of central bankers.