How to act in the inflationary and interest rate increase context?
We are currently facing a scenario of rising interest rates in response to an increase in the annual inflation rate...
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The reaction of financial markets to geopolitical risks
The track record of the impacts of geopolitical risks on financial markets The economic and financial impacts of the Ukraine...
The prospects of the stock market in the face of the FED’s actions in the current inflation context
The effects of the increase in official and long-term interest rates on the stock markets However, studies do not show...
Rebalancing is key in the risk management of investment portfolios
It is proven that the allocation of assets, i.e. the chosen combination between equities and bonds, determines more than 90%...
Choosing Mutual Funds Series Part 2 – The main funds’ types and the investment policy
The main types of mutual funds: by object, money market (or treasury), shares, bonds or balanced/blend; by management model, active...
The best investments in the 4 stages of the economic cycles and diversification
The investment watch marks the investments that benefit the most depending on the stage of the economic cycle The profitability...
The most profitable stocks in the long run
The best performing stocks of the S&P 500 in the last 30 years The best US performing stocks in the...
Investing in secular stocks: P2 – Defining the universe of companies in the crosshairs
#1 Core investment portfolio and satellite investment portfolio #2 Long-term investment and average annual profitability target of 1.5 to 2...
Rutgers Investment Risk Tolerance Questionnaire
This is a widely used and empirically tested investment risk tolerance assessment that includes 13 questions and provides users with...
Fidelity Investor Profile Questionnaire
This investor profile questionnaire takes into account how much time we have to invest, how comfortable we are with the...
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