Wealth and Investing
2Q23 Financial Markets Outlook: Markets and the economy are at a crossroads, after some recovery, and risks from past excesses continue to emerge
Economic crossroads: growth recovers, inflation falls, interest rates fall, employment resists, but inflation is proving to be stiffer than expected,...
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The world’s best investors use different strategies, but they have in common the patience of a long-term perspective.
The strategies of top investors are different: value vs. growth, security selection vs. diversification, trend followers vs. contrarians, macro vs....
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The assets allocation in the world reflects the countries economic development and their financial system
In the series "How they invest" we address the characteristics of the main classes of individual and institutional investors, which...
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How Women invest Series: Part 2 – The results are equivalent to those of men, but with significant differences in investment management
Women think they are less confident than men in investments The results of women's investments are the same, and in...
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Outlook 2023: Part 5 – 2023 will be a transitional year with two halves
This is the fifth article in a set that takes stock of financial markets in 2022 and a projection for...
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Outlook 2023: Part 4 – In changing economic cycle, policies, and market sentiment, valuation matters become more than ever
This is the fourth article in a set that takes stock of financial markets in 2022 and a projection for...
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Outlook 2023: Part 3 – 2022 was bad for investments, but was not the same for everything
This is the third article in a set that takes stock of financial markets in 2022 and a projection for...
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Outlook 2023: Part 2 – Investment losses in 2022 cost so much that sometimes we forget about previous gains
This is the second article of a set that takes stock of financial markets in 2022, and a projection for...
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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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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...
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