Azimut Investments - Market Insights
INSIGHTS AND DOCUMENTS
UPDATES FROM THE FINANCIAL WORLD
BUMPY ROAD AHEAD
As expected, the Federal Reserve altered its stance in the FOMC meeting earlier this month, removing the sentence from the statement that indicated the appropriateness of further policy tightening. As Powell stated during the press conference, "We're no longer stating our anticipation of...
COMING TO A STANDSTILL
The coming week is marked by the Fed and ECB meetings. What these two central banks say may could determine the direction of markets in the coming months.
A CLOSER LOOK TO EUROPE
The narrative of the global financial market has recently shifted from being entirely centered on inflation to being more concerned with systemic risks. This change has been prompted by recent events related to Credit Suisse and regional banks in the US, which have raised worries about the...
Episode 2 - The Healthcare Sector
Today we will take a deep dive into another thematic investment, which is Healthcare. The topics covered are: 1. Describing the sector as a whole; 2. Which are the primary challenges and opportunities; 3. What are the most promising innovations; 4. What are the key reasons to invest. Stay tuned...
NO NEWS IS GOOD NEWS
After the chaotic weekend that saw the collapse of Credit Suisse, no other dramatic events struck the financial markets or the banking sector. For a few days the market tried unsuccessfully to attack Deutsche Bank's CDS, and some concerns remain about a few regional banks in the US, but the...
Over the past two weeks, an issue that had been forgotten about for almost 15 years has resurfaced as unexpectedly and overbearingly a banking crisis.
Episode 1 - Infrastructures
Today the Azimut Global Team is bringing to you a deep dive into infrastructure investments. The topics covered are: 1. What we mean by infrastructures; 2. When talking about infrastructures, why we prefer themes over sectors; 3. Why infrastructures are the center of global investments; 4. What...
ON THE RISE!
Financial markets started 2023 on a frothy note thanks to expectations of a rapid comeback of inflation. Such hopes had been fueled by data on European inflation (released right at the beginning of January) and then U.S. inflation, both of which had fallen more than expected