Outlook 2023: Part 1 – 2022 was a bad year for investments, but we can’t lose the medium and long-term perspective
At the origin of inflation and bear market of 2022 was the monetary policy of recent years that caused cheap...
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Simple Portfolio Series (DIY) Part 2: The Traditional Portfolio 60/40, what it is, for whom, and its performance
In the initial article of this series we gave an overview of the simple portfolios, describing their characteristics, their advantages...
Simple or Lazy Portfolio Series (DIY): Part 1 – Overview
What are simple investment portfolios The advantages and disadvantages of simple portfolios Concrete investments suitable for the composition of simple...
Choosing Mutual Funds Series: Part 5 – Funds availability and currency of investment
Mutual funds available to the investor The denomination currency of the investment in the fund Investments in stocks must be...
Financial Markets Outlook 1Q23: Waiting for the turn the tide of inflation, 2023 will be a two-phase investment year
Stock and bond markets close 2022 in bear market territory, with few exceptions. Outlook for 2023 shows a year with...
Morningstar Rating for Funds
Morningstar is the leading global mutual funds analysis and rating agency, which is widely used by institutional investors. Morningstar covers...
Morningstar’s European Active/Passive Barometer
Morningstar is the leading global mutual funds analysis and rating agency, which is widely used by institutional investors. Morningstar covers...
Morningstar’s U.S. Active vs. Passive Barometer
Morningstar is the leading global mutual funds analysis and rating agency, which is widely used by institutional investors. Morningstar covers...
Outlook Financial Markets 2023: S&P 500 at 4,000 and 10-year U.S. bond interest rates at 3.5%
The outlook for 2023 of the major investment banks U.S. recession with high probability, S&P 500 at 4,000 points (the...
The role and functions of the world’s leading stock exchanges
What are stock exchanges? How do stock exchanges work? The functions of stock exchanges The regulation and supervision of stock...
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