“ESG Investing: Practices, Progress and Challenges”, OECD
This report provides an overview of concepts, assessments, and conducts quantitative analysis to clarify the progress and challenges of the...
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Financial Markets Outlook 2025
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Patrimony and Investments
Financial Markets Outlook 1Q25: Tug-of-war between interest rates and EPS of big techs in the US, with Trump as a joker
In 2024, the outlook for economic growth remained divergent: strong in the US, stagnant in Europe, and below target in...
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Retirement and Savings
Retirement Series #3: Choice of asset allocation. Part 2 – The allocations preferred by experts and investors
This is the second part of the third article dedicated to the Retirement series, the main financial objective. In the...
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Retirement Series #3: Choice of asset allocation. Part 1 – The effect on accumulated capital
This is the third article dedicated to the Retirement series, the main financial objective. In the initial article we presented...
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Retirement Series: How much money do we need to live through retirement?
Reminder: The assumptions of base and alternative scenarios If we don't invest, how much money are we going to need?...
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Best Of Mutual Funds U.S. Long-Duration Bond Funds for U.S. Investors
In this blog we have developed a series of articles on mutual funds, since these should be the main investment...
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Financial Markets Outlook 1Q25: Tug-of-war between interest rates and EPS of big techs in the US, with Trump as a joker
In 2024, the outlook for economic growth remained divergent: strong in the US, stagnant in Europe, and below target in...
Read moreThematic Investments Series: Part 1 – Introduction and Overview
Thematic investments have gained interest and importance in recent years. We believe that the correct management of personal financial investments...
Read moreFinancial Markets Outlook 2025
Good performance, absolute and relative, of the US stock market, and of the investment quality bonds of developed countries, as...
Read moreOutlook Financial Markets 2025 from the main investment banks
Preference for the US stock market, as a result of forecasts for economic growth, trade policies and geopolitical risk. Projections...
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Financial Markets Outlook 1Q25: Tug-of-war between interest rates and EPS of big techs in the US, with Trump as a joker
In 2024, the outlook for economic growth remained divergent: strong in the US, stagnant in Europe, and below target in...
Read moreThematic Investments Series: Part 1 – Introduction and Overview
Thematic investments have gained interest and importance in recent years. We believe that the correct management of personal financial investments...
Read more
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