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INVESTMENT INSIGHTS
Explore our latest research, market commentary, investment perspectives and corporate updates — designed to help investors navigate complexity with clarity.
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Quarterly Investment Review – Q3 2023
October 2023
Quarterly Investment Review - Q3 2023 “The market is still dominated by investors that either will not (index…
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Chart of the Month – Emerging markets’ affinity for luxury: a growing trend
October 2023
Chart of the Month - Emerging markets' affinity for luxury: a growing trend Are you currently considering investment…
Read MoreSeptember General Market Comments
October 2023
September General Market Comments “Why did you do it” – Stretch, 1975. Most markets participants must have had…
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Investitori nervosi, il rally dei mercati frena
September 2023
Investitori nervosi, il rally dei mercati frena Le performance negative degli ultimi due mesi lasciano credere che ci…
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I prezzi dell’uranio tornano a crescere
September 2023
I prezzi dell’uranio tornano a crescere Negli ultimi mesi, l’uranio è tornato sotto la lente degli operatori a…
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Hedge Fund: efficienza dei mercati o rischio globale?
September 2023
Hedge Fund: efficienza dei mercati o rischio globale? Il settore degli hedge fund è tornato a raggiungere dimensioni…
Read MoreSMI companies stand out for their ESG commitment
September 2023
SMI companies stand out for their ESG commitment The SMI has been awarded the highest rating of AAA…
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Vinfast, l’anti-Tesla?
September 2023
Vinfast, l’anti-Tesla? A metà del mese di agosto il produttore vietnamita di veicoli elettrici, Vinfast, si è quotato…
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Chart of the Month – Building the perfect mousetrap for capturing alpha
September 2023
Chart of the Summer - Building the perfect mousetrap for capturing alpha Hedge fund performance overall has…
Read MoreAugust General Market Comments
August 2023
August General Market Comments “Hard to Handle”, Otis Redding, 1968, The Black Crowes, 1990. Markets are good overall…
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Crisi Evergrande: rischio sistemico?
August 2023
Crisi Evergrande: rischio sistemico? La notizia che Evergrande, uno dei maggiori costruttori immobiliari cinesi, ha fatto richiesta negli…
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