Market comment year 2024 2024 was a positive year for financial markets. Stock markets have risen unevenly, with the US markets standing out, driven mainly by the so-called ‘magnificent seven’ (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia and Tesla), which are leading the artificial intelligence revolution, while Europe remains more limited by a stagnant economy and…
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¿Dónde invertir dinero? Esta es una de las preguntas más recurrentes entre quienes buscan rentabilizar sus ahorros, especialmente en un entorno económico tan volátil y dinámico como el actual. Con una amplia gama de opciones disponibles, desde instrumentos tradicionales hasta plataformas de inversión en línea, asignar recursos de manera efectiva se ha convertido en un…
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Nowadays, it is increasingly common for the youngest members of the household to have their own account in which they keep their money. Starting to earn money as a child is important; however, the vast majority of these hardly generate any return, so the opportunity to grow their wealth is lost. Therefore, an alternative is…
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With the stock market, one might ask: Is it a good time to invest in the S&P 500? To find the answer, one must turn to a cartoon that showed what could very well be Superman being interrogated by a man in a tie. —“Oh wow, so you can fly,” the man in the suit…
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As we have discussed in previous issues, indexed Socially Responsible Investment (SRI) has better years and worse years. Since equity SRI indexes have existed, they have tended to be equal to or slightly better than their non-SRI benchmarks. As can be seen in the chart below, which compares the cumulative returns of our SRI index…
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Money market funds are funds that invest in short and usually quite safe money market instruments. Given the fact that after years of negative interest rates even short-term rates are quickly getting back in positive territory, these funds are attracting a lot of interest from investors. For example, in the US you are paid almost…
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