Market view and Insights Ciò che serve sapere su economia, investimenti e piaceri della vita

Prospettive globali 2026

Posizionamento in vista di un cambiamento dell'equilibrio globale

L'economia globale sta assistendo a una ridefinizione degli equilibri. Che impatto ha tutto ciò per le investitrici e gli investitori? Scopritelo nelle nostre Prospettive globali 2026.

Market view

I nostri esperti monitorano e analizzano costantemente settori, mercati e società. Le analisi fondate e le valutazioni di mercato elaborate offrono una solida base per decisioni di investimento ponderate. Non perdetevi le nostre periodiche informazioni di mercato per restare sempre aggiornati.

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Weak dollar lifts gold and franc havens

The US dollar hovered near a four-year low on Wednesday after US President Donald Trump again played down its weakness, bolstering safe-haven demand and helping to drive gold to fresh record highs. Wall Street closed mixed on Tuesday as heavy losses in healthcare weighed on the Dow, even as the...
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Stocks rise as gold rally continues

US equities started the week higher on Monday as investors positioned for the Federal Reserve’s (Fed) midweek rate decision, a packed calendar of major technology earnings and mounting uncertainty over US government funding. Asian stock markets followed Wall Street higher on Tuesday, with South...
Stock market indices
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Fed, gold and tech earnings in focus

Gold’s surge to a new record above USD 5000 per ounce underscored a cautious start to the week, with safe-haven demand supported by geopolitical tensions, a weaker US dollar and lingering doubts over US policy. The market expects the US Federal Reserve (Fed) to hold rates on Wednesday, while a...
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Bank of Japan lifts growth outlook, holds rates

The Bank of Japan (BOJ) left its key interest rate unchanged on Friday but upgraded its economic growth forecasts, signalling confidence in a gradual economic expansion. Asian equity markets were trading higher, led by technology stocks after upbeat comments from NVIDIA on artificial...

Insights

Con i nostri "Insights" desideriamo intrattenervi, ispirarvi, sorprendervi e informarvi. Autori esterni e interni redigono interessanti contributi nei settori economia e finanza come pure arte e società. Date un'occhiata.

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Investment strategy

CapEx - beyond AI

Capital expenditure (CapEx) on long‑term assets like buildings, machinery, vehicles, and technology has been strong for AI-linked investments. But are there CapEx opportunities beyond AI?
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Entrepreneurship

Disruptive innovation: between euphoria and disappointment

When new technologies emerge, euphoria and disappointment are never far behind. The success of an innovative technology is rarely predictable. What can investors do to manage risk while still participating in the success of genuine innovation?
Sustainability

Reasons to be positive after COP30

Most headlines focussed on the all-night negotiations that ended the latest UN climate change conference in Belém. When dawn broke over Brazil on the final day of COP30, it seemed as if a deal was out of reach. Several delegates were poised to abandon the talks when the chief Saudi negotiator...
Financial markets

China: a tale of two realities

Rapid adoption of new technologies sees China economically leapfrogging its competitors worldwide, while US tariffs have created headwinds for its much-lauded integrated supply chain.

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