Stock exchanges 2018: better cyclical or defensive?

FROM THE ADVISE ONLY BLOG - We have now reached the halfway point of 2018 and it's time to take stock: how have the sectors navigated the markets in these particularly stormy months? - Here are the sectors that have gained…
Kairos: here are the seven golden rules in asset management

The founder and number one of Kairos explains in a simple and understandable way to all the main mistakes to avoid in order to defend one's own assets when deciding on financial investments and above all when the markets are becoming increasingly…
Borsa, don't sell before September: that's why

From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - Except for limited achievements, until September is not the time to leave the Stock Exchange: for two reasons that concern both the USA and Europe - Only at the end…
The PIRs put the turbo on the Italian Stock Exchange

From the Blog Advise Only - The PIRs are experiencing good success just a few months after their introduction. There are few compatible titles, demand is high and their prices are growing rapidly. But it's not all gold.
If liquidity drops, where should you invest?

From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - In 2018 global liquidity, quadrupled since 2018 by expansionary monetary policies, will slowly begin to decline but the effects on bonds and shares will not be the same…
Draghi: "No risk of financial bubbles"

The president of the ECB in a hearing in the European Parliament: "Our monetary policy is structured to give price stability throughout the Eurozone" - "We certainly look with concern at the announcements of protectionism" coming from the USA - Then the e
Markets, 5 creepy months between the US and Europe

FROM "THE RED AND THE BLACK" BY ALESSANDRO FUGNOLI, strategist of Kairos - The next five months will be full of appointments that can significantly influence the markets but therefore one must choose between the American option (dollar, non-defensive shares and indexed T-bonds …
US rates, how many hikes? One, none or two

-From the BLOG "IL ROSSO E IL NERO" by ALESSANDRO FUGNOLI, strategist of Kairos - No one knows how many US interest rate hikes there will be this year but the markets don't care - In September it is therefore better to buy on weak bonds and…
Mps under fire: useful anti-turbulence advice

TAKEN FROM THE ADVISE ONLY BLOG - A guide to evaluate the risk levels of shares and subordinated and senior bonds of the Sienese bank, in the eye of the storm in Piazza Affari due to the unnecessary regulatory rigidity of the EU- In these…