no alt given
no alt given
no alt given
US macro dynamics: how AI CapEx, margin resilience and Fed policy shifts impact small and mid caps
3 novembre 2026

Sei vantaggi di investire nell'immobiliare quotato

L’investimento in immobili diretti può essere costoso e macchinoso. Gli immobili quotati, invece, offrono un modo liquido per ottenere un’esposizione a un'ampia tipologia di proprietà in varie regioni. E i vantaggi di questa classe d'investimento sono molti di più di quelli che appaiono a prima vista; scopriamoli insieme.

22 ottobre 2026

How far can the US derivatives market go?

By expanding the range of expiries, extending trading hours and broadening hedging opportunities, US financial markets are reshaping the way investors trade and manage risk. This financial transformation extends far beyond large caps, opening up new opportunities for active management.

15 ottobre 2026

US macro dynamics: how AI CapEx, margin resilience and Fed policy shifts impact small and mid caps

Only a few months ago, investors were expecting a ‘Goldilocks’ scenario, but inflation pressures have reversed the monetary policy cycle. Despite the Federal Reserve’s decision to raise interest rates and elevated bond yield volatility, US small and mid-cap (SMID) equities continue to display particularly strong fundamentals. Backed by solid Q2 2026 results, upward revenue and earnings revisions across key sectors, and an unprecedented wave of investment in artificial intelligence, small and mid-caps offer stronger earnings growth prospects than broad indices dominated by mega-caps.

Show me content for