The craft of investing

The U.S. trade strategy has generated uncertainty, affecting the economy. The Federal Reserve is observing cautiously, while the markets are volatile and our managers are seizing opportunities.

Know our analysis of the environment, the market situation and the status of our portfolios.

The global economy faces uncertainties due to tariff policies, affecting markets and economic outlooks.

Trump arrives with tariffs and an isolationist turn. US consumption remains strong, and investors are optimistic. Debt markets are rising, but tech valuations are calling for caution.

Know our analysis of the environment, the market situation and the status of our portfolios.

The US economy remains strong against a weak eurozone, while markets are optimistic. We are adjusting our portfolios in search of balance and long-term opportunities.

US economic strength versus weakness in Europe and China. Portfolios shifting toward low-volatility assets in the face of political uncertainty and US elections.

Know our analysis of the environment, the market situation and the status of our portfolios.

We analyze the economic slowdown in the US, uneven growth in Europe and market volatility, highlighting the importance of diversification and investment discipline.

Quality is at the center of our investment strategy. Therefore, we focus, among others, on companies with high profitability and predictable profit growth.

The first semester was positive for the markets. Our funds maintain an optimistic outlook supported by solid strategies.

Know our analysis of the environment, the market situation and the status of our portfolios.