Newsletter No. 33 – Buy Side, from the investor’s side
Buy Side: from the investor’s side, the role of Nautic [...]
Newsletter No. 32 – Iran–Israel Conflict: Short-Term Risk or Global Realignment?
The Iran–Israel conflict is not just an isolated event, but [...]
Newsletter No. 31 – Geopolitics, Trade, and Markets: A New Cycle of Structural Adjustment
The U.S. Congress rejected Trump’s tariff measures, marking a shift [...]
Newsletter No. 30 – AI and global infrastructure in technology leadership
The boom of foundational models such as ChatGPT (OpenAI), Gemini [...]
Newsletter No. 29 – Investing in longevity and health – A growing megatrend
Longevity as a megatrend: opportunities for investment in health and [...]
Newsletter No. 28 – Is China Leading the Next Big Technological Revolution?
In the past century, while the U.S. deployed thousands of [...]
Newsletter No. 27 – Is the Trade War Coming Back? The Impact of Trump’s New Tariffs on the Markets
Donald Trump has resumed the path of protectionism with a [...]
Newsletter No. 26 – Saving or Investing: The Difference That Defines Your Financial Future
We often hear phrases like "it's better to keep my [...]
Newsletter No. 25 – Fear in Investing: Successfully Enduring Market Volatility
In the world of investing, crises are inevitable. However, the [...]