Thematic Investments Series: Part 2.1. Technology or disruptive innovation – Definition and Waves
In the previous article we made an introduction and overview of the topic of thematic investing, including its definition, scope,...
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4Q25 Financial Markets Outlook: Stock markets near highs, big tech leadership, and resumption of interest rate cuts by the Fed
The third quarter ended at peak levels almost everywhere in the world, driven by big US technology, the positive AI...
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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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4Q25 Financial Markets Outlook: Stock markets near highs, big tech leadership, and resumption of interest rate cuts by the Fed
The third quarter ended at peak levels almost everywhere in the world, driven by big US technology, the positive AI...
Read more3Q25 Financial Markets Outlook: Trump’s “big, beautiful bill” and the impacts on tariffs, inflation, interest rates and markets
The second quarter ends on a slight note, with a lot of volatility, to the sound of Trump's tariffs and...
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Financial markets were performing excellently until late February, when Trump began talking about his tariff plans Global economic growth forecasts...
Read moreSeries Investments in the Artificial Intelligence Cycle: Part 2 – The main branches of AI
The types or levels of AI Key fields of AI The applications of AI Where we are and where we...
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4Q25 Financial Markets Outlook: Stock markets near highs, big tech leadership, and resumption of interest rate cuts by the Fed
The third quarter ended at peak levels almost everywhere in the world, driven by big US technology, the positive AI...
Read more3Q25 Financial Markets Outlook: Trump’s “big, beautiful bill” and the impacts on tariffs, inflation, interest rates and markets
The second quarter ends on a slight note, with a lot of volatility, to the sound of Trump's tariffs and...
Read more
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