Wealth and Investing
How to choose and what we want from Financial Advisors?
We choose the financial advisor for reasons of trust, good performance and cost/benefit ratio of the service and integrity, and...
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Financial Markets Outlook 4Q20: Sustaining the bridge
Markets close to the maximums with a small correction in September, in a context of the emergence of the second...
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Generations have similar investment rules, but different allocations to stocks
All generations have a stable and long-term investment perspective, with virtually no differences between them All generations invest mainly in...
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Generations have the same financial goals, but different priorities
Who are the Silent Generation, Baby Boomers, Generation X and Millennials (and Generation Z)? Do financial goals change with age...
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Financial Markets Outlook 3Q20: A Bridge Too Far?
The Covid-19 pandemic brought an unimaginable and unpredictable first half. How long can the disconnect between the economy and the...
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The convergence of financial wealth of emerging economies over the past 20 years
The last two decades have been of strong growth and convergence of financial wealth in Asia, but also in other...
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What influences the investment of households in the stock markets
In developed economies, household’s equities investments are related to the level of wealth, the nature of the socio-economic model and...
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Households with higher incomes invest the same way
Despite asset allocation differences between countries driven by social-economical and wealth reasons, the richest households (High Net Worth Individuals) in...
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Financial Market Performance and Outlook 2Q20: Covid-19 disrupts economies and markets
Tackling the Covid-19 pandemic causes a major economic standstill, with unprecedent global GDP contractions and unemployment increases, and widespread impact...
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The Global Market Portfolio should be the investor’s central allocation
What is the Global Market Portfolio? The Global Market Portfolio is the investors starting point, the base reference and the...
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