Monthly Coffee Break

Monthly Coffee Break, Inversiones alternativas

Dancing on the ceiling*

As Lionel Richie put it in his 1980’s hit, “What is happening here? Something’s going on that’s not quite clear.”
Monthly Coffee Break, Renta variable

Investors shifting towards US technology stocks

After a sustained period of outperformance versus other regions, European equity markets have underperformed in recent weeks. This shift was marked by a notable rotation into US technology stocks during the month of June.
Monthly Coffee Break, Asignación de activos

Irresistible

An irresistible momentum is shaping global markets, as investors face a paradox of rising risk perception alongside rallying assets. Economic data releases, trade tariffs and geopolitical signals remain noisy – yet financial markets continue to advance.
Monthly Coffee Break, Renta fija

Positive performance despite market volatility

June proved to be a fraught month for market participants—marked not only by record-breaking heatwaves, but also by a barrage of geopolitical and macroeconomic developments that tested investor nerves.

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