Azimut Investments - Market Insights
INSIGHTS AND DOCUMENTS
UPDATES FROM THE FINANCIAL WORLD
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...
30 May 2023
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...
29 May 2023
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...
15 May 2023
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.
03 May 2023
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...
17 Apr 2023
Azimut Podcast
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...
13 Apr 2023
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...
03 Apr 2023
BANK MAYHEM
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.
22 Mar 2023