Investment

Sustainability as a strategic profitability engine in financial decisions

Sustainability as a strategic profitability engine in financial decisions

Posted at https://ejecutives.es/ Norz Patrimonia affirms that sustainability has gone from being an added value to becoming a key lever of economic and human value creation in heritage management. According to his investment analyst, Jordi Castany, the ESG (environmental and governance) criteria have been consolidated as an essential component to ...

Jordi Martret en la Conferencia Anual de Inversores

Jordi Martret at the Annual Investor Conference

We are pleased to share with you the intervention of Jordi Martret at the Annual Investor Conference organized by Tenvalue. Jordi has participated in the section dedicated to the European and global Variable Income, where he has offered his vision of current market trends and investment opportunities in this changing ...

Podcast: Week almost at maximum

Podcast: short but interesting week

Jordi Martret, Investment Director of Norz Patrimonia analyzes a short but interesting week waiting to see the reactions of the markets to the Big Beautiful Bill and other political and economic movements. Blog Investment Podcast: short but interesting week Play Episode Pause episode Mute/Unmute Episode Rewind 10 Seconds 1x Fast ...

We are the same, but we plan differently. This is the profile of women in investment

Women’s profile in investment: less risk, more planning

Posted at https://www.elespanol.com/ In recent years, there has been A remarkable change in the role of women in the financial field. More and more are those who participate in the management of their personal and professional finances; The investment has become a key tool to promote its economic independence, although ...

Podcast: Week almost at maximum

Podcast: Relief for markets

Jordi Martret, Investment Director of Norz Patrimonia analyzes a week where markets have felt some relief for the resolution of geopolitical tensions with one eye on July 9, day when the tariff term expires. Blog Investment Podcast: Relief for markets Play Episode Pause episode Mute/Unmute Episode Rewind 10 Seconds 1x ...

Diversificación de inversiones

Portfolio positioning in the coming months: what does the fund industry think

Posted in: https://www.estrategiasdeinversion.com/ The global scenario remains dominated by geopolitical and economic uncertainty, and in the center of that tension is, once again, the US tariff policy. With a still solid economy, Donald Trump’s commercial strategy once again concerns concern among experts, especially for their potential to alter supply chains ...

Podcast: Week almost at maximum

Podcast: Geopolitics and tariffs

Jordi Martret, Investment Director of Norz Patrimonia shares in this podcast the analysis of one week marked by geopolitics and again, by tariffs. Blog Investment Podcast: Geopolitics and tariffs Play Episode Pause episode Mute/Unmute Episode Rewind 10 Seconds 1x Fast forward 30 Seconds 00:00 / 5:35 Subscribe Share Google Podcasts ...

Podcast. New fright

The OECD cuts the US forecast for tariffs

The world economy is expected to slow down 3.3% in 2024 to 2.9% in 2025 and 2026, with an increasingly difficult global panorama. This follows from the last report of the Organization for Economic Cooperation and Development (OECD), published on Tuesday. Among the main risks for growth, the increase in ...

Diversificación de inversiones

Investment diversification

In Norz Patrimoniawe know that the protection and growth of heritage are only possible if unnecessary risks are minimized and the opportunities of different markets and assets are used. Diversification consists in distributing capital between different types of assets, economic sectors, geographical areas and management styles. The objective: Reduce exposure ...

Entrevista en Citywire con Román Gris

Interview at Citywire with Román Gris

In the new episode of the series ‘A coffee with’, published by Citywire Spainwe sat with Román Gris, financial advisor in Norz Patrimoniato talk about trajectory, investment philosophy and lessons learned in the sector. With a serene, close and honest vision, Román shares how his way of understanding patrimonial advice ...