Azimut Investments - Market Insights
INSIGHTS AND DOCUMENTS
UPDATES FROM THE FINANCIAL WORLD
THREATS OR OPPORTUNITIES?
Over the past two weeks, financial markets have been shaken by three unexpected events that have altered the expectations of market participants and have led to a significant increase in volatility
After a much longer than expected wait, the puzzle of who will hold the position of Fed chairman for the next four years is finally solved today. In the end, Mr. Powell has been reappointed to Fed’s leadership role, ensuring consistency in the way the US central bank will manage the monetary...
THREADING THE NEEDLE
Global equity indices have reached fresh new highs recently, underpinned by strong economic data and earnings reports from companies. At the time of writing, about three quarters of companies have reported their third quarter results. Regardless of the geographic areas, the results were very...
Green Ambitions and Opportunities
Starting from October 31st all eyes will be on Glasgow for the 26th United Nation’s conference on climate change, the Conference of the Parties or “COP26”, which is expected to deliver the new landmark agreement among world governments to tackle the climate change risks.
The last few weeks have been characterized by a series of political events of some significance, which have quickly passed into oblivion despite their effects have yet to fully unfold.
A TALE OF DR JEKYLL AND MR HYDE
Emerging markets’ economies are those characterized by transitioning from a low income and less developed environment towards a modern, industrialized economy with a higher standard of living. The five largest countries by market capitalization weight in the MSCI EM Index are China (34%),...
LONG LIVE THE SPREAD
Liquidity is the one single world to explain what is going on in the markets. Too much liquidity enriching valuations of every asset class is the one thing all could think about. Lot of criticism is circulating around this “abundance of liquidity” – they call it “bubble” – but one subject will...
August 2021 has long been feared as the riskiest month for financial markets, not only due to seasonal factors but also and foremost for the annual central banks symposium in Jackson Hole, typically known for Fed to announce to the market any relevant changes regarding the way it conducts its...