Perspectivas
Nuestros expertos le traen sus últimos análisis sobre los mercados de capitales.
Noticias | 08.09.2025
Uncertainty continues to shape the ECB’s policy outlook. While the phase of rapid rate cuts appears to be over, internal divisions and persistent inflation risks are complicating decisions. With a data-driven approach, the ECB is keeping all options open for the months ahead.
Comentario de mercado | 01.09.2025
Current inflation models may soon be outdated. The widespread adoption of AI could unleash a new force—making the seemingly impossible prospect of perpetual growth a reality.
Comentario de mercado | 01.08.2025
Record investments just to stay in the game: the AI industry isn’t even attempting the balancing act between growth and profitability. The question of when investments will be monetized is being pushed into the future.
Compromiso | 30.07.2025
It is a race against time when a baby elephant loses its mother. Sadly, in Africa, this is not uncommon – drought, poaching, and conflict with humans threaten the survival of many young animals.
Comentario de mercado | 03.07.2025
Markets have so far withstood many stress tests. However, the room for maneuver is narrowing, and risks remain elevated. Why are resilience, flexibility, and smart risk management more important now than ever?
Comentario de mercado | 30.05.2025
Credit risks are often seen as an unavoidable threat. However, they can also be used strategically to create genuine value. Active management is key here, not passive acceptance.
Seleccione su perfil