We analyze the economic slowdown in the US, uneven growth in Europe and market volatility, highlighting the importance of diversification and investment discipline.
Filter by:
Theme
Remove filters
Opinion Flash | September 2024
Growth? Value? Quality!
Quality is at the center of our investment strategy. Therefore, we focus, among others, on companies with high profitability and predictable profit growth.
Good prospects for our funds
The first semester was positive for the markets. Our funds maintain an optimistic outlook supported by solid strategies.
Letter from the CEO | 2T2024
Know our analysis of the environment, the market situation and the status of our portfolios.
EDM Gestión SGIIC SA launches the EDM Renta Fija Horizonte 2,5 años FI fund
We launched a fund focused on fixed income, private euro and maturing in November 2026.
Opinion Flash | June 2024
Europe improves, the US cools, and inflation is more controlled in the EU. Markets rebound in May due to technology and expectations of low rates. We continue with prudence, liquidity, short fixed income and small companies.
Opinion Flash | May 2024
Concern about inflation in the US and modest growth in Europe. Adjustments in the markets due to monetary policy uncertainty. Investment strategies focused on maintaining quality, adjusting duration in fixed income and diversifying portfolios without immediate changes.
EDM Ahorro: good prospects for bonds in 2024
The first quarter saw strong performance by risk assets due to growth prospects and potential rate cuts. EDM Ahorro adjusted its portfolio, reducing sovereign debt and increasing corporate credit.
Investment in megatrends and good stock picking
Investing in megatrends is key to long-term stability and growth in a volatile market. We carefully select leading companies in high-growth sectors, like technology and healthcare.
On course to profitability: the importance of a good guide
Strategic planning and specialised advisory are essential to enhancing investment results and achieving profitability targets.
Letter from the CEO | 1T2024
We highlight the solid performance of this first quarter of 2024, thanks, in part, to our strategy of diversification of portfolios against possible bubbles. With preference for quality actions and the search for opportunities in medium-sized companies.
EDM Strategy: a good start to 2024 from Europe’s equities leader
Solid performance this February 2024, driven by exceptional results from companies such as Icon, Novo Nordisk and CRH. EDM Strategy offers investment opportunities exceeding market expectations.