by Kairos Partners SGR
Alessandro Fugnoli, Strategist di Kairos, analizza l’attuale scenario economico/finanziario e gli impatti sui portafogli di investimento. Segui l'episodio mensile.<br />Per non perdere tutti gli aggiornamenti di Kairos, iscriviti alla sezione Approfondimenti del sito www.kairospartners.com
Language
🇮🇹
Publishing Since
10/18/2021
Email Addresses
1 available
Phone Numbers
0 available
April 8, 2025
Qualche rischio di stagflazione temporanea, ma una recessione globale sarà impedita da una forte crescita cinese e dai programmi di spesa europei.
March 11, 2025
Troppa America nei portafogli globali. La diversificazione indebolirà il dollaro e Wall Street, ma i Tresuries non avranno problemi. Per quest’anno, in borsa, meglio Europa e Cina.
February 19, 2025
Sovrappesare cash, bond indicizzati, azioni europee e cinesi, materie prime industriali. Neutrale la borsa americana. Sottopesare il dollaro e il tasso fisso lungo.
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