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Market dynamics in February were marked by strong volatility, especially in the last week of trading, which wiped out much of the monthly performance. All because of the prospect of faster than expected inflation growth. This expectation increased investors' fears that central banks will have to tighten monetary policy measures sooner than expected, which has led to a sharp sell off on government bonds and a rise in the yield on the 10-year US Treasury. In the United States, where the economy is recovering, the 5-year breakeven inflation rate, a rate that is an indicator of market expectations for [...]

Sustainable Investments - ESG   Over the last few years, new forms of investment have emerged which, in addition to pursuing financial objectives, like traditional investments, take into due consideration criteria relating to environmental, social and governance issues, the so-called ESG criteria. The acronym ESG stands for Environmental, Social and Governance. It is now a  widely used concept that allows to judge whether an investment can be considered responsible or not. Nowadays, purely financial aspects are no longer sufficient for an all-round assessment of a company. Compliance with ESG standards has become, therefore, an important part of providing a [...]

The year 2020 will be remembered as a horrible year. The Coronavirus pandemic claimed over 1.8 million lives globally. The economy was hit hard causing an economic slump not seen since World War II. Financial markets experienced one of the most volatile periods ever, with a bear market at the beginning of the year followed by a strong recovery. The plans launched by various governments and central banks have been massive. Bailout packages, fiscal stimuli and expansive monetary policies managed to contain the March-April slump. To this must be added the rapid development of anti-coronavirus vaccines, which has strengthened investors' [...]

The past month was a record month for stock markets, with the main global indices posted increases not seen in several years with overall gains exceeding 10%. The main player was the old continent with the Euro Stoxx 50 index which recorded an increase of 18% where the peripheral indices of Spain, France and Italy stood out with returns of over 20% for the month. Also in US excellent gains were recorded with the S&P 500 index up 10.75% and Nasdaq up 11.8%, the best month since April 2020. Good also Dow Jones +11.8% best monthly increase since 1987. The [...]

The price of gold has undergone a sharp correction in the last few days, bringing the price of the yellow metal to around USD 1,800 per ounce. This despite the low interest rates and the continuing substantial dollar’s weakness. The reason is mainly to be found in the prospect of a positive scenario for 2021 that is emerging. This relative positivity is due to several factors such as: progress on vaccines for COVID-19, which could change the fate of the largest pandemic in history; the green light for the handover in the White House, with the establishment of Joe Biden [...]

After a tight battle at the last vote, the Democratic candidate Joe Biden won, amid Trump's controversy over alleged electoral fraud. In this article we will predict the impact that his arrival at the White House may have on domestic and international politics. COVID-19. A new approach Let's start with the most topical and actual issue, the one that perhaps marked Biden's victory, the management of the pandemic. In terms of health, Biden's approach, as has already demonstrated throughout the electoral campaign, will be more orderly and organized than Trump's approach. There could be greater coordination at the federal level, [...]