Market Flash - ENG

By: Kairos Partners SGR
Listen for free

  • Summary

  • The podcast for those who want to stay informed about financial markets, presented by Alberto Tocchio, Head of Global Equity and Thematics at Kairos Partners SGR.
    Copyright Kairos Partners SGR
    Show More Show Less
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2
Episodes
  • Market Flash of January 8, 2025

    Market Flash of January 8, 2025
    Jan 8 2025
    In this episode:
    • 2024 concluded with impressive performances for the S&P 500, which gained over +60% in two years. However, leadership remained concentrated, and the equal-weight market showed significant disparity.
    • ETFs dominated the landscape, supporting mega-cap stocks in key sectors such as Artificial Intelligence, energy transition, and demographics. Meanwhile, the dollar gained 6% against the euro, and Bitcoin attracted significant volumes, reflecting growing diversification.
    • 2025 may bring greater convergence among global markets, but volatility is set to increase. Growth will be moderate, in a context shaped by Trumponomics policies, geopolitical uncertainties, and inflation-related challenges.
    The new year will require a more dynamic investment approach, with particular attention to opportunities outside the United States. Factors such as reforms in Europe and stimulus measures in China could enhance risk-reward ratios. Investors will need to balance risks and opportunities in an evolving landscape.
    Show More Show Less
    8 mins

What listeners say about Market Flash - ENG

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available