The future belongs to sectors, companies or asset classes that have been reviled for a long time.
Results for: Markets research
How long will the bullish rally last in the stock markets?
The bullish rally will continue until the end of the year, although there are still risks that could cause a downward turn.
Sports: The great forgotten thematic investment?
Sports are probably the most overlooked thematic investment globally. In the catalog of different fund managers, we find funds specialized in robotization, artificial intelligence, population pyramids, etc., but not a trace of sports.
Do the stock market and the transfer market have anything in common?
Thursday at 11:59 pm is the deadline for professional soccer clubs in Spain to sign new players. That means it’s a good time to ask ourselves whether we, as investors, could learn something from athletic directors and vice versa.
Taking advantage despite the earthquake in the US stock market
After a ~21% decline in the S&P 500 during the first half of 2022, the P/E multiple of the index has declined from 21.2x to ~15.9x (slightly less than the 25-year forward average of 16.9x).
Spin offs are popular, but they can also be dangerous
For investors, spinoffs—turning a division into a publicly traded company by issuing newly created stock—can unlock value.
¿Re-powerEU? Yes, please
REPowerEU is a way to accelerate and reshape the EU’s energy transition towards self-sufficiency, phasing out energy dependence on Russia and accelerating the transition away from fossil fuels in the medium term.
What are the new safe-haven assets?
The outlook is more uncertain than investors expected a few months ago. The war started by Russia in Eastern Europe has upended analysts’ forecasts regarding the pace of recovery, inflation, and monetary policy put in place to control the price level.
Less liquidity, a new cause for investor concern?
A few months ago, back in October, experts asserted that liquidity was to account for the strong performance of the markets, using the Nasdaq technology index as a reference.