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Still good opportunities in EM fixed income and FX markets
Falling rates along with the avoidance of recession create a healthy environment for emerging markets, both fixed income and fx. Inflation remains under control across emerging economies, with long rate cutting cycles to take root…
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Is there still life after the Chips’ hype?
the key question to answer is not whether the AI hype will last but how to select the companies being able to move first in the processes of exploiting the advantages of this technological disruption (monetization).
Semis were by construction the first beneficiaries and the graph below simply shows the overperformance of the 2 market leaders (NVDA and AMD)….
La “Ride and walk” per aiutare l’Etiopia
Si è svolta domenica la «Ride and walk with Compass for Africa», una giornata pensata per raccogliere donazioni e creare consapevolezza per l’operato della Fondazione Nuovo Fiore in Africa che la Compass Asset Management, dal 2014, sostiene nella costruzione di scuole in alcune aree dell’Africa.
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