The craft of investing

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.

We launched a fund focused on fixed income, private euro and maturing in November 2026.

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.

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.