APPROFONDIMENTI

Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.

Volatility has picked up as the conflict in the Middle East enters its second month. Higher oil prices are increasing inflation uncertainty and raising questions about global growth.

I mercati azionari hanno registrato rendimenti elevati negli ultimi anni, spingendo alcuni investitori a sottovalutare il ruolo delle obbligazioni in portafoglio. Nei periodi di stress di mercato emerge costantemente, tuttavia, il valore del reddito fisso. Quando le azioni scendono, infatti, le obbligazioni hanno storicamente contribuito a preservare il capitale e a stabilizzare i risultati complessivi del portafoglio.

Insight Investment outlines seven strategies skilled active managers can use when seeking to generate excess returns relative to benchmarks.

Walter Scott identifies quality companies using three key factors. Client investment manager Murdo MacLean explains why each matters.

Tech’s shine is fading, making way for differentiated portfolios to flourish, says BNY Investments Newton global equity income portfolio manager, Jon Bell.

Walter Scott esamina da vicino le società di software. George Dent, Client investment manager, ne spiega il motivo.

In this video, BNY Investments Newton global income portfolio manager, Jon Bell assesses whether artificial intelligence (AI) is a bubble and outlines some potential ways to diversify exposure to the large tech players in the space.