Market Commentary
Insights: Issue 13 | Spring 2024 Delve into strategic portfolio construction, market insights, the rationale behind high-yield bonds, retirement planning, thematic investing, and more in Issue 13 of Mosaique Insights.
Insights
La renta variable mundial mantuvo su tendencia al alza, al subir un 3,1% en marzo (en dólares estadounidenses). Por su parte, la deuda pública se incrementó también en un 0,7% (en USD, con cobertura).
Investment Views
The Next Generation represents a dynamic force, especially in the realm of philanthropy, where innovative approaches are essential for driving positive transformations. Find out what is next for philanthropy.
Private markets
Today, private debt has become a must-have alternative to bank loans for intermediate-size companies, and especially those interested in consolidating their market position and needing to use their cash to fund acquisitions.
Thematic Insights
Every day, fresh ransomware assaults make headlines. The average nine-month timeframe to detect security incidents underscores the critical need for swift action to prevent or mitigate damages.
Insights
La renta variable mundial subió en febrero un 4,3% (en dólares estadounidenses), mientras que la deuda pública volvió a caer, un 0,5% (en dólares estadounidenses, con divisa cubierta).
Market Perspective
Politics may well affect portfolios in 2024, but we know that the business cycle certainly will. In this Market Perspective, we examine the outlook for inflation, the case for and against investing in China, and whether stocks are currently being overvalued.
Perspectives podcast
Laura Künlen and Simon Brewer delve into Simon's career journey, the insights gained from his experience as a senior manager, the responsibilities of a senior adviser, and how his podcast contributes to his effectiveness in this role.
Insights
La renta variable mundial subió en enero un 0,6% (en dólares estadounidenses), mientras que la deuda pública cayó un 0,3% (en dólares estadounidenses, con cobertura).
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