Discover why the Santa Rally should not distract long-term investors and how to maintain a strategic focus amid the end-of-year noise.
The Investment Landscape for 2026: Navigating Opportunity and Uncertainty – Part Two
As 2025 draws to a close, investors face an environment defined by persistent inflation, tight monetary policy, and opportunities across asset classes that require careful assessment rather than assumptions.
The Investment Landscape for 2026: Navigating Opportunity and Uncertainty – Part One
Investment Outlook 2026: Analysis of the main opportunities and uncertainties that will shape markets and investment decisions.
The Case for Both: Why Active and Passive Management Deserve Equal Billing
The case for active and passive management: why they deserve equal consideration in a balanced investment strategy.
The Emerging Markets Renaissance: Why the World’s Growth Engine Deserves Renewed Attention
For over a decade, emerging markets have disappointed investors as developed market equities, particularly US technology stocks, delivered superior returns.
Never Bet Against America
Reasons why you should never bet against the United States: analysis of its economic and strategic resilience in global markets.
The Forward-Looking Calculus: Why Markets Price Tomorrow, Not Yesterday
Discover why financial markets operate based on tomorrow, according to the prospective calculation approach, rather than the past.
The Enduring Paradox of Gold: Why a “Useless” Asset Remains Indispensable
The gold paradox explains why this seemingly useless asset remains indispensable in investment portfolios in the face of financial uncertainty.
The Discipline of Doing Nothing: Why Market Pullbacks Demand Patience, Not Panic
Explore how the discipline of doing nothing can be key when market declines call for patience rather than panic.
Markets Climb Despite Missing Data and Stretched Valuations
Markets rise despite lack of economic data and adjusted valuations: what is driving this rebound?
