Norz Patrimonia’s approach highlights the importance of knowing each saver, defining firm strategies and diversifying through criteria to safeguard assets against risk stress. In an economic environment marked by volatility, geopolitical changes and the constant evolution of markets, managing assets requires both discipline and strategic vision. For us at Norz ...
Jordi Martret, Investment Director at Norz Patrimonia, analyzes a week prior to a more than possible drop in interest rates, how the problems of the German government coalition may affect the German investment plan in 2026 and its expectations and how little the markets like Mr. Hasset, Trump’s economic advisor ...
In calm markets, we all think we know our risk tolerance level. However, it is in periods of volatility when it becomes clear whether this profile is real or just aspirational. I have seen investors who considered themselves “very aggressive” until their portfolio fell by –28% in 2022. It is ...
What has really happened to the markets in 2025? Volatility, Trump rewriting the rules of the game, the dollar setting the global pace and sectors such as technology and industry skyrocketing returns. Jordi Martret, Investment Director of Norz Patrimonia, reveals the hidden keys of the year and what can change ...
Jordi Martret, Investment Director at Norz Patrimonia, analyzes a quiet week while the US is experiencing the Thanksgiving hangover, but with attention focused on the swings of the Fed regarding interest rates and the possible replacement of Powell, in addition to other economic, business and geostrategic movements. Google Podcasts Spotify ...
The year 2025 will mark a before and after in the precious metals market. After a rally that few anticipated, gold will close the year as one of the star assets: it has climbed close to a 60% since January and has hit all-time highs above $4,300 per ounce. Silver, ...
Redeeming your pension plan is one of the most important decisions in your financial planning for retirement. Doing it correctly not only impacts your future, but also your financial and tax situation. Today, we explain how to make a successful rescue, minimizing risks and optimizing taxation, with the expert support ...
The month of October has been very good for the markets, our investment mantra is always the same, “follow corporate profits” and the earnings season is being (again…) very good, continuously beating expectations. We must not ignore a key fact, the bulk of the growth in business profits falls once ...
Jordi Martret, Investment Director of Norz Patrimonia analyzes a week where there has been nervousness about the division of the FED and a possible AI bubble among other issues. Google Podcasts Spotify RSS Feed Share Link Embed Duration: 4:17 Subscribe: Google Podcasts | Spotify
By Santiago García-Mussons Investing for the long term is simple: Buy good businesses and keep them, compound interest does its job. Next: 7 keys to recognize a quality company. 7 keys to the Top Quality Opportunities portfolio. Thresholds vary by sector. We use it as first filter and then we ...