Market Insights - Azimut Life
NEWS E INSIGHTS
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READING THE SIGNS (AND CURVES)
As long as central banks implemented monetary policies that favored asset class price increases, the market motto was "don't fight the Fed (or...
07 Dec 2022
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A QUESTION OF STYLE
Since mid-October, a mighty rotation has taken place in financial markets,
bringing a reversal (or perhaps just a temporary retracement?) of...
23 Nov 2022
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CENTRAL BANKS BREAK RANKS
Beginning in the second half of October, financial markets began to rebound after September's steep correction, fueled by growing hopes that...
10 Nov 2022
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È tutta una questione di politica
Gli eventi politici hanno continuato a guidare i mercati finanziari nelle ultime settimane.
26 Oct 2022
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Diverging Inflation
Se si chiede agli investitori quali siano le dinamiche finanziarie che hanno caratterizzato maggiormente il 2022, molti probabilmente diranno...
13 Oct 2022
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Diverging Inflation
Se si chiede agli investitori quali siano le dinamiche finanziarie che hanno caratterizzato maggiormente il 2022, molti probabilmente diranno...
28 Sep 2022
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Diverging Inflation
Se si chiede agli investitori quali siano le dinamiche finanziarie che hanno caratterizzato maggiormente il 2022, molti probabilmente diranno...
12 Sep 2022
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Diverging Inflation
Inflation has been the dominant theme of the past year, and it is a phenomenon that has almost uniformly affected western countries, as...
29 Aug 2022
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ONCE UPON A TIME…
The long-awaited rebound has finally arrived, driven by central banks or, more likely, by the market's interpretation of what Lagarde and...
03 Aug 2022
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Diverging Inflation
Inflation has been the dominant theme of the past year, and it is a phenomenon that has almost uniformly affected western countries, as...
20 Jul 2022
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The world we knew
The era of zero or sub-zero rates is finally coming to an end after nearly a decade of implementation. The official announcement by the ECB...
22 Jun 2022
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Beware of QT
The start of 2022 was one of the worst in the last century, with MSCI World (equity) and Barclays Global Aggregate (bond) indices at -13.3%...
03 Jun 2022
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Q1 2022 EARNINGS SEASON MONITOR
At the time of writing, around 60% of developed market corporates have reported Q1 earnings, thus far showing a general positive surprise on...
11 May 2022
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AFTER THUNDER COMES RAIN
As elaborated in previous commentaries, over the past weeks central banks around the world, particularly the Federal Reserve, have been...
27 Apr 2022
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DON'T FIGHT THE CENTRAL BANKS
"Don't fight the Fed" has always been one of the most established market mantras.
13 Apr 2022
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STRENGTH OR DENIAL?
Here we go again. From mid-March through the second half of 2021, financial markets have snubbed all the headwinds and continued to rise...
31 Mar 2022
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COLLATERAL DAMAGES
In our previous report, we had indicated that the first and direct casualty of the commencement of the war in Ukraine would be European stock...
16 Mar 2022
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WRONG-FOOT
As we all sadly know, Putin invaded Ukraine on multiple fronts on February 24, targeting military infrastructure as well as strategic trade...
03 Mar 2022
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TRIP REPORT - UKRAINE
Not only is Ukraine at the centre of attention of world events, the country is one of the most important investment destinations in the...
17 Feb 2022
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WAGES ON THE RISE
Inflation has been one of the hottest topics in recent months, with the main debate being whether it will be a transitory phenomenon or become...
14 Feb 2022
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BEHIND THE CURVE!
Mr. Powell and his colleagues only a few months ago predicted that inflation would be temporary and would subside quickly. Fast forward to...
31 Jan 2022
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ONE-TWO PUNCH
The first two weeks of 2022 have seen a significant reversal of last year’s trends: value has outperformed growth, emerging markets have...
17 Jan 2022
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