Azimut Investments - Market Insights

Today the Azimut Global Team is bringing to you a deep dive into infrastructure investments. The topics covered are: 1. What we mean by infrastructures; 2. When talking about infrastructures, why we prefer themes over sectors; 3. Why infrastructures are the center of global investments; 4. What...

We would like to introduce you to the first episode of our monthly Frontier Markets Podcasts Series. In these podcasts, we will discuss a selection of ‘Frontier’ markets around the world, with a special guest speaker from the country in question every month. In the first podcast, our focus...

Is going to be the key theme of 2021. After one of the deepest recession in modern history the global GDP is set to regain some of the lost ground next year. Thanks to vaccinations and therapeutics being gradually distributed in the United States and Europe, the end of the health emergency...

The end of the long term decline in risk free rates has been called countless times in recent years and has never materialized While saying "this time is different" often turns out to be wrong in finance, there are several reasons currently suggesting that in the near future it’s better to remain...

Normalisation: is defined as the process of bringing or returning something to a normal condition or state. After almost one year since the explosion of this unprecedented crisis, normalisation from a “social” point of view is really the wish that we all make for the New Year, i.e. going back to...

On November 15 th fifteen Nations (the 10 ASEAN Nations plus China, Japan, South Korea, Japan and Australia) representing about one third of the global population and global GDP entered into a free trade agreement, the Regional Comprehensive Economic Partnership ( making it the biggest trade...

After the impressive rally from mid March lows, all asset classes continued to trade at quite expensive levels, at least using the standard valuation metrics, when the global economy is still fragile and needs further fiscal stimulus in order to avoid a new downturn In such a challenging...