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 ...
The multinational Meta Platforms has revealed that it will allocate approximately 600 billion dollars (some 518,531 million euros) over the next three years in the United States to support the deployment and expansion of artificial intelligence (AI). According to a statement published by its president and CEO, Mark Zuckerberg, the ...
Recently, a governor of the United States Federal Reserve (Fed) has shown what the media has called a “Trumpist” perspective on the economy. This generates great interest because the Fed not only decides interest rates, but also influences inflation, employment and global financial stability. What is a “Trumpist” perspective? Although ...
The IMF has updated its report World Economic Outlook (WEO) on a slightly more optimistic note: global GDP growth revised upwards by 2025 to +3.2% (compared to 3.0% previously estimated). By 2026 it maintains its figure around +3.1%.In developed economies, inflation also shows signs of moderation: it is estimated to ...
In the world of investment, constancy is a rare treasure. Fashions change, technology companies dominate headlines (especially in these times of 2025), and crises test even the most solid giants. But there is a small group of companies that have achieved the almost impossible: pay dividends every year for more ...
How much does electronic commerce bill in the world? E-commerce has become essential in global retail. Digitalization and massive access to the Internet—with more than five billion users—have driven a boom in online shopping, which today benefits consumers around the world. According to estimates from Statista Market Insights, it does ...
The great fortunes redefine their strategy: legacy, hybrid family offices and the rise of private markets in 2025 Family offices are emerging as the great instrument of modern wealth management, according to a report by Julius Baer. Julius Baer’s Family Barometer 2025 draws an environment of volatility and disruption that ...
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 ...