Azimut Investments - Market Insights

According to preliminary official results, the conservative CDU/CSU coalition emerged as a winner from the German federal elections held on February 23rd, securing 28.6% of total votes. Other major parties performed broadly in line with pre-election polls: AfD garnered 20.6%, SPD 16.5%, and the...

Overall, the reporting season was strong, with Japanese companies delivering the largest beats versus expectations, with EPS rising 21% year-over-year.

The prediction in the annual outlook that 2025 would be a more volatile year, mainly because of Trump, was an easy one and unfortunately spot-on.

In the first part of the month, U.S. interest rates edged close to the highs reached at the end of 2023.

After nearly 15 years of relative obscurity, and more specifically since the European periphery crisis of 2010 - 2011, the year 2025 may be marked by the return to the forefront of the issue of the sustainability of public deficits and debts.

At a first glance, 2025 seems to be shaping up as a year that could still deliver positive performance, albeit milder than in the recent past. However, several uncertainties persist, potentially leading to corrections that could represent mid-term buying opportunities

Following his landmark victory on November 5th, President-elect Trump has rapidly started forming his administration. His early appointments suggest a focus on stricter trade policies, highlighted by the selection of Marco Rubio—a known China hawk— as Secretary of State, and Howard Lutnick—a...

Finally, the last (and most important) 2024 election is now behind us. The result was unambiguous: Trump won by a large majority, not only in the Electoral College (312 vs. 226 for Kamala Harris), but also in the popular vote (76.5 million vs. 73.8 million), a drastic reversal from 2020, when...