Podcast: Week almost at maximum

Jordi Martret, Investment Director at Norz Patrimonia, says that the markets are still at highs, despite the volatility, that we have been able to read the FED minutes, that the business results season is approaching, and how the ups and downs of geopolitics are affecting the economy. Google Podcasts Spotify RSS Feed Share Link Embed …

US GDP revised upwards in second quarter

US GDP revised upwards in second quarter

The U.S. economy grew at a faster pace than previously estimated during the second quarter, as strong consumer spending and private investment led to an unexpected but significant upward revision to real GDP growth. In its third and final estimate, the US Bureau of Economic Analysis (BEA) reported that real GDP had increased at an …

Beyond AI: the assets and sectors that gain weight in portfolios by 2027

Beyond AI: the assets and sectors that gain weight in portfolios by 2027

At: www.estrategiasdeinversion.com The markets face a new scenario marked by high rates, inflation, oil, geopolitics and the enormous volume of investment linked to artificial intelligence. Given this change of board, managers are expanding their focus beyond large technology companies and finding opportunities in bonds, Europe, raw materials, energy, industrials and small caps. Money is once …

El oro: el refugio financiero en tiempos de incertidumbre

Investment

What future awaits gold?

Gold has surprised the markets again. After chaining months of sharp falls from the all-time high it set in January 2026, the metal rallied strongly in August: it rose almost 10% in the month and briefly surpassed USD 4,700 per ounce. Behind this turn there are several known factors – …