He life insurance as an investment It combines long-term savings with family protection and tax advantages in the transfer of wealth. In this guide we explain when it makes sense, how to choose the appropriate modality and what mistakes to avoid so that your policy adds to your financial plan ...
If you receive an extraordinary sum (inheritance, sale of company, bonus, prize), what you do in the first 90 days makes the difference between preserving and diluting your assets. Here we explain, step by step and with professional criteria, how manage your assets wisely, avoiding impulsive decisions and optimizing taxation ...
Jordi Martret, Investment Director at Norz Patrimonia, explains to us why and for whom this week the technology sector has suffered some nervousness. Unexpected inflation data in the US, the changing Fed narrative and the ECB speech, among other factors. All this, waiting for good geopolitical news. Google Podcasts Spotify ...
Jordi Martret, Investment Director at Norz Patrimonia, analyzes a week in which the rate cut has been confirmed despite the internal division of the FED and the political movements that may occur around it. Google Podcasts Spotify RSS Feed Share Link Embed Duration: 6:15 Subscribe: Google Podcasts | Spotify
This November the markets have given themselves a small respite after the powerful month of October, yet they remain almost at historic highs. One of the drivers of the market in the month of October was that the market began to discount a rate cut by the FED in December, ...
IMF Blog Adopting concerted economic reforms can help the G20 achieve its collective growth goals, although the reforms with the greatest benefits vary from country to country. Nicolas Fernandez-Arias, Shushanik Hakobyan Since the founding conference of the Group of Twenty in Pittsburgh in 2009, there has been modest progress towards ...
Over the past few weeks, amid the turbulence caused by the Trump administration’s new tariffs, President Trump and Vice President JD Vance have repeatedly asked Americans to be patient. The message was that if they endured a period of uncertainty, some economic pain, and perhaps a temporary rise in prices, ...
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 ...