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Global Investment Outlook

Metà anno 2026: all'orizzonte degli eventi

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 d’investimento 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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US strikes lift oil, chip jitters hit stocks

Oil prices jumped on Wednesday after the US launched new strikes against Iran following attacks on commercial vessels near the Strait of Hormuz, raising concerns that a fragile ceasefire in the Middle East could unravel and add to inflationary pressure. Equity sentiment was already under strain...
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Asian stocks fall on AI doubts

Asian equities traded lower on Tuesday as investors questioned whether profits across the semiconductor sector can continue to justify lofty AI-related valuations, even after Samsung Electronics reported another record quarterly operating profit. South Korean and Japanese stocks led the declines.
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Warsh’s first minutes to set market tone

This week, markets will focus on Wednesday’s Federal Open Market Committee (FOMC) meeting minutes, which cover Kevin Warsh’s first scheduled meeting as Fed Chair and may offer early insight into his views and influence on the policy debate. The US releases services and composite Purchasing...
Jobs sign
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Stocks mixed as US jobs growth slows

US stocks ended mixed on Thursday after a sharply weaker-than-expected US payrolls report for June eased concerns about further Federal Reserve tightening, helping lift the Dow while the Nasdaq came under pressure. European equities also rallied on Thursday, while Asian markets traded broadly...

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

The dawn of a new space age

In the past, the space race was a proxy war fought in orbit, fuelled by ideology and engineering prowess. Today that rivalry has been reborn, but with governments now joined by private companies seeking access to the space economy.
Sustainability

Europe's hunt for secure, affordable, lower-emissions energy

Renewables can form a key part of Europe's long-term energy solution, but imported fossil fuels still power most EU activities, creating short-term challenges.
Sustainability

Transition investments: A pragmatic approach

Polluting industries have no place in a sustainable portfolio - or do they?
Sustainability

Why battery recycling is key to the energy transition

Recycling can relieve resource scarcity as well as reduce waste - and capacity is developing fast.

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