Newsletter | Noviembre 2025

Newsletter | Noviembre 2025

Following its Q3 earnings report on October 30th, Amazon’s stock surged about 10-12% in after-hours trading. 16.64% PERFORMANCE OF NIKKEI 225 Investment perspective Historically, October has a reputation for being a challenging month for the stock market, largely due...
Newsletter Octubre 2025

Newsletter Octubre 2025

Gold has climbed above $4,000 a troy ounce for the first time, Gold hit $4,036 early on Wednesday 11.9% PERFORMANCE OF GOLD IN SEPTEMBER Investment perspective The global economy is showing resilient, albeit slowing, growth, with projections of around 3.2%-3.3% for...
Newsletter | September 2025

Newsletter | September 2025

Federal Reserve Chair Jerome Powell opened the door ever so slightly to lowering key interest rate in the coming months 12.8% PERFORMANCE OF THE CHINA A ONSHORE INDEX IN AUGUST Investment perspective Forecasts for real GDP growth in the second half of the year suggest...
Newsletter | June 2025

Newsletter | June 2025

The US Congress has passed a tax bill that will boost the budget deficit. 7.2% PERFORMANCE OF THE EUROPEAN MID-CAP INDEX IN MAY Investment perspective Geopolitical and economic factors persisted in May, most notably the ongoing impact of punitive tariffs introduced by...
Newsletter | May 2025

Newsletter | May 2025

The IMF has cut its growth forecast for global economic growth this year to 2.8%, compared with 3.3% in January 25.3% PERFORMANCE OF GOLD SINCE THE BEGINNING OF THE YEAR Investment perspective April will be remembered as the month of tit-for-tat tariffs, with the...