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Scenario Economico Luglio 2024
Tuesday, July 9, 2024

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Scenario Economico Giugno 2024
Thursday, May 30, 2024

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Scenario Economico Maggio 2024
Maggio 2024

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The key role of commodities - Danny Dhingra
24 April 2024

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Five structural trends for Europe – Niall Gallagher
17 April 2024

05:54 min watch

Introduction to Late Stage Private Shares
Thursday, April 11, 2024

Christian Munafo, CIO of LSA, provides an overview of the opportunities in private markets.

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Scenario Economico Novembre 2023
Friday, November 10, 2023

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Scenario Economico Ottobre 2023
Wednesday, October 4, 2023

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Scenario Economico Settembre 2023
8 settembre 2023

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Wednesday, March 29, 2023

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Scenario Economico Novembre 2022
14 novembre 2022

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Scenario Economico Ottobre 2022
14 October 2022

Active Thinking
Active Thinking: Disco - Dancing to the tune of AI
07 November 2024

GAM Investments’ Japan Equities team discusses the opportunities artificial intelligence (AI) brings to the Japanese technology sector, citing Disco as a prime example.

Multi-Asset Blog
US election: the implications of Donald Trump's victory
06 November 2024

Emotion apart, markets are all about business; it is important to separate the short-term reaction from the longer-term implications.

Active Thinking
Active Thinking: Banking Profits - why the prospects for European credit remain positive
05 November 2024

Investment grade credit spreads have been in a sweet spot of late, despite volatility in underlying government bond markets. Gregoire Mivelaz of Atlanticomnium shares five reasons why he is enthused over the outlook for actively managed credit portfolios.

Active Thinking
Active Thinking: Emerging Markets - Underowned and undervalued
31 October 2024

Ygal Sebban, Investment Director of Emerging Market Equity, explores the opportunities in emerging markets and explains why he believes investing in Chinese equities looks particularly appealing right now.