Wealth and Investing
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...
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Financial Markets Outlook 2025
Good performance, absolute and relative, of the US stock market, and of the investment quality bonds of developed countries, as...
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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...
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Financial Markets Outlook 4Q24: Interest rates cuts have started.
What’s next?
After two years of hiking, the Fed began to lower interest rates, following the ECB. The most recent indicators of...
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Insurance Series: Part 3.2 – Financial Life Insurance: Costs, Advantages and Disadvantages
The Cost of Financial Life Insurance The use, applications and interest of financial life insurance The advantages and disadvantages of...
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Insurance Series: Part 3.1 – Financial Life Insurance: Description and Features
Complete life insurance products have a financial component Simple term or term life insurance Complete life insurance with fixed interest...
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3Q24 Financial Markets Outlook: S&P 500 back at highs, taking off from other markets
The S&P 500 continues to hit highs, in a cycle that started at the end of 2022, concentrated in the...
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Choose to invest in the S&P 500 (“Cap Weight”), or the S&P 500 “Equal Weight”?
Investing in the S&P 500 index (cap-weight) is the most common investment for private investors The return on this investment...
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Long-term forecast returns for main financial assets
JP Morgan's outlook Robeco's Perspectives Vanguard's Perspectives Charles Schwab's Perspectives Every year, usually in December, the major banks and asset...
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Investing in Chinese Stocks: What’s Next? Part 7 – Does China want to have a developed capital market?
The Chinese capital market has a very high participation of private or retail investors, with low foreign investment The fall...
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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.