The craft of investing

The usual macroeconomic uncertainty and the corresponding response from the central banks continue, dividing economists and investors.

We select companies that are spearheading the transition toward a low-carbon economy.

Among bonds, HY has been the top performer in recent months and in YTD terms, while on the opposite end of the spectrum the sovereign has had the poorest performance. 

Investors dread the summertime because of the unpredictability and volatility linked to the holiday season, during which short-term traders go to the beach, reducing liquidity.  

EDM Strategy’s objective is to have a balanced portfolio that can outperform the market regardless of the economic environment.

The month was also characterised by an acceleration of corporate movements and acquisitions of listed assets by private funds.

AI is undoubtedly one of the most disruptive technologies of our era, and its impact on business will be profound and transformative.

The quality of a given business is not always easy to determine, since many qualitative factors come into play.

As history and experience dictate, when monetary policy tightens abruptly, a recession results.

Over the years, we have added new equity and bond strategies to round out the broad panoply of investment vehicles and cover the lion’s share of the liquid asset spectrum.

As history shows, anticipating market performance is impossible. As a result, many missed the big rebound.

Active term management has been a key factor in boosting the EDM Ahorro fund to the top of the ranking chart for its category.