Ultimi approfondimenti

With the onset of the inflationary cycle and the change in central bank monetary policy, markets have entered a new paradigm, leaving investors uncertain as to the direction that markets will take next, and the timing of the transition into the next phase of the economic cycle.

Atterraggio duro o morbido? Dal grido di battaglia "Whatever it takes" di Draghi al "Whatever it costs" di Powell, sappiamo che i mercati sono pronti ad affrontare periodi entusiasmanti.

Se è vero che il sorriso misura come reagisce il valore del portafoglio ai cambiamenti nei mercati sottostanti, sarebbe forse opportuno analizzarlo. Il nostro team di investimento ha fatto proprio questo.

After several decades of riding a government bonds bull market, investors are now looking for alternative drivers of return. Commodity Trading Advisor (CTA) strategies, with their ability to make gains in rising, as well as falling markets, have historically been able to improve risk-adjusted returns when introduced to a balanced portfolio. However, a question that investors can legitimately ask today is how are CTAs impacted by rising interest rates?