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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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...
Thematic 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...
Financial Markets Outlook 2025
Good performance, absolute and relative, of the US stock market, and of the investment quality bonds of developed countries, as...
Outlook 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...
Do global stocks outperform US treasury bills? Hendrik Bessembinder, Te-Feng Chen, Goeun Choi, K.C. John Wei
In a previous study of the US stock market, conducted on more than 26 thousand companies between 1926 and 2019,...
Do stocks outperform Treasury bills? updated by Wealth Creation in the U.S. Public Stock Markets 1926 to 2019, Hendrik Bessembinder
This report quantifies the long-term performance of the U.S. stock market in terms of increases or decreases in shareholder wealth...
ETFs on the S&P 500: Shooting the Messenger, S&P Dow Jones Indices, November 2022
Index funds, which were almost non-existent 50 years ago, now play a prominent role in global financial markets. Indexation growth...
OECD Pensions Outlook 2022
Every two years, the OECD publishes a report on the outlook for pensions in member countries. This edition of the...
“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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We developed this blog because we believe that only a small learning effort is needed to make a big change in the decisions and results of our investments and financial assets.