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31.08.2026
Il tono restrittivo di Warsh riguardo all’indice PCE core e alla priorità dei tassi, sostenuto da dati che mostrano una buona tenuta, ha aumentato le probabilità di un rialzo dei tassi a settembre, mentre le previsioni di Nvidia hanno mantenuto intatto il ciclo dell’intelligenza artificiale, sebbene i guadagni azionari siano rimasti modesti e dipendenti dagli utili.
Avanti a leggere25.08.2026
La domanda fondamentale di questi ultimi due anni è stata se gli ingenti investimenti in data center, chip e modelli informatici si sarebbero tradotti in rendimenti altrettanto impressionanti; l’ultima stagione dei bilanci ne ha fornito la prova.
24.08.2026
I PMI globali hanno tenuto botta nonostante gli elevati costi energetici, con l’inflazione in calo negli Stati Uniti e nell’Eurozona, anche se non in misura sufficiente a dissipare completamente i timori.
20.08.2026
In a new interview with VSV-ASG (the Swiss Association of Asset Managers), UBP family office experts Monica Espinosa and Pierre Ricq talk about UBP’s family office approach: listen when it counts, guide where it adds value, and keep performance at the core.
17.08.2026
July’s softer inflation leaves a September US Federal Reserve (Fed) rate hold as the most probable scenario.
17.08.2026
For external asset managers (EAM), success is built on anticipating client needs across the full relationship life cycle, not just on trade execution.
12.08.2026
July reinforced our convictions on companies positioned to benefit from artificial intelligence (AI), despite the marked underperformance of US technology stocks at the beginning of the month, as a result of investor concerns about the monetisation of AI-related investments.
Relatori: Nicolas Barben, Marc Elliott
Relatori: Monica Espinosa, Pierre Ricq
Relatori: Kier Boley
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