Geopolitics, inflation, rates and duties are the four challenges that will need to be faced in view of the end of the year and a 2025 with good potential. Kairos strategist Alessandro Fugnoli explains what could happen and how to react
A new initiative by Paolo Basilico, founder of Kairos Partners and Samhita Investments and one of the most brilliant Italian financiers: Anemos was born, which aims to invest in sustainable Italian companies that have the ambition to grow abroad
In the latest episode of the podcast "Al 4° piano", Kairos strategist Alessandro Fugnoli talks about what awaits us in 2024 which, "with due care", could be a positive year for investors
Kairos manages almost 5 billion euros in assets, with products and services aimed at high-end customers, while Anima has around 190 billion in assets under management
The sale of the Italian financial boutique is not just a question of money. The management of the founding members is also at stake. With Anima, an all-Italian managed savings giant would be created
At this point we imagine that Julius Baer will have to take up the cards again and start a new phase of surveys after the operation had also been evaluated by other parties in recent months
In his podcast "Al 4° Piano" Kairos strategist Alessandro Fugnoli outlines a market context in which the stock correction will remain superficial and the stock markets will continue to receive positive news. What to do?
From the union of the two a financial giant worth 21 billion euros would be born
Guido Maria Brera collects best sellers but also collects defeats in finance. Kairos, once a jewel of asset management and of which Brera is the dominus, lost almost 2022 million in 9 and is for sale. Evidently writing books is…
For the Kairos strategist, the third quarter of 2023 will offer good opportunities to lighten positions and make portfolios more defensive. 2024, on the other hand, will be a year of cyclical recovery
Kairos is one of the historic Italian leaders in assets under management, with over 5 billion in assets. In recent days, the assembly of shareholders had to note a 2022 budget loss of almost 9 million
According to Kairos strategist, Alessandro Fugnoli, the distortion of the overvaluation of equity against bonds that are catching up - What to do in times of very volatile markets
In a period in which forecasts are often divergent, there are two points in which there is agreement: that inflation will fall in 2023 and that 2024 will be a year of strong recovery
Despite good quarterly results, fears are now for profitability. A good alternative will be the four IPOs coming up by June
The stock exchanges are once again looking with interest at some sectors that have been neglected for years due to their low return on capital – Alessandro Fugnoli, Kairos strategist, explains why
Kairos' strategist explains that in recent stock market cycles there have been fears linked to 4 reasons: interest rates, growth, inflation and profits - Now the script is repeating itself, but with some differences
The markets fear a return to the conditions that characterized the XNUMXs, but according to Kairos' strategist these are unfounded fears: here's why
The new CEO will take office on 1 January 2021 - Fabrizio Rindi will become president of Kairos Partners Sgr
Following the investment of the founding partner, supported by two historical managers such as Rocco Bove and Massimo Trabattoni, the Swiss bank Julius Baer drops to 70% of the capital
Kairos launches Kais Renaissance Eltif, a closed-end alternative investment fund that fits into the alternative PIR market launched by the relaunch decree - Here are all the features of the new product
According to Kairos's strategist, the equity markets could continue to recover for a few more weeks, but "a lateral consolidation is foreseeable in terms of the index trend" - Here are the elements to evaluate
The first two will be on the market from November 12, the third from January - Loris Vallone new COO
ALESSANDRO FUGNOLI, Kairos strategist traces, in his video column "Al 4° Piano", the economic and financial scenarios between now and the end of the year and for the start of 2020
VIDEO by KAIROS strategist - Despite the foreseeable autumn suffering, the stock exchanges are preparing to end 2019 on a high note thanks to the formidable support of central banks
After a period of strong internal tensions, the CEO of Kairos Fabio Bariletti resigns and the Swiss of Julius Baer renounce the sale of the Italian asset management and private banking company
The Italian asset management company finished in first place in the following categories: Top 100 Pan-European Fund Management Firm, Best Fund Management Firm in Italy and Leading Hedge Funds.
On the day he announced his departure from Kairos, Paolo Basilico - one of the most innovative protagonists of the Italian financial industry - brought his essay "Men and Money", published by Rizzoli, which recounts his…
From 16 April Fabio Bariletti will be the new CEO of Kairos in place of Paolo Basilico, who has decided to take a step back and remain in the group as an advisor
VIDEO-ANALYSIS by ALESSANDRO FUGNOLI, strategist of Kairos- USA and China intend to further push the expansionary cycle of the economy that has lasted for 10 years and Europe, despite being the fragile point, can take advantage of it - The European Stock Exchanges, which are less…
"Spring effect: from elastic to kinetic energy" is the intriguing title of the reflections by Rocco Bove, Head of Fixed Income at Kairos who explains the reasons for the financial market boom and looks into their immediate future
Alessandro Fugnoli, Kairos strategist, argues - in his monthly video "Al 4° piano" - that there is no need to get carried away by pessimism but that on the financial markets it is necessary to move with caution because there are at least four factors…
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…
The holding company that invests in digital startups has launched a 1,2 million euro capital increase reserved for a pool of strategic investors, including Elettra Investimenti and Luiss University
From "THOUGHTS IN FREEDOM" by ROCCO BOVE, Head of Fixed Income of Kairos - Exceeding the psychological threshold of 3% of the US ten-year bond has had and has an impact on the nervousness of the financial markets mnitàa in this phase…
The Swiss complete the acquisition of Kairos but confirm its full autonomy - Paolo Basilico: "From an operational point of view, nothing will change because the Italian management will retain complete managerial autonomy, as it has been in all these years" -…
The savings and private banking group launches Kis Financial Income and focuses on subordinated debt securities of the financial sector. The management team is led by Rocco Bove who boasts a long experience in the sector
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - In two or three weeks President Trump will decide the fate of the Fed, on whose monetary policy that of the other central banks also depends - It will remain as…
Kis Italia Pir arrives on the market, on which three management teams will work
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - Throughout 2017 the equity and bond markets are positive but a problem is projected for 2018 (the end of the growth of global liquidity) and…
Benetti, 51, has been operating for more than twenty-five years in asset management and in particular in portfolio management dedicated to private and institutional clients - he will head the Kairos asset management team.
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - For this year the horizon of the Stock Exchanges is rosy but, with wage inflation on the rise and the Qe decreasing, in 2018 the tune may change, depending less than…
FROM "THE RED AND THE BLACK" BY ALESSANDRO FUGNOLI, Kairos strategist - The Fed will gradually sell the securities purchased with Quantitative Easing and US rates will rise up to 5% by 2022 - "There is no recession in…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - "The European political scenario changes every week now" - What is really happening in France and Germany and what will be the effects on the markets,…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - In a world dominated by absolute confusion, the first thing to do in asset management "is to fortify the monetary-bond defensive part as much as possible" and then "delimit…
INTERVIEW OF THE WEEKEND - According to Paolo Basilico, founder and CEO of Kairos, there is a common thread underlying the effervescence of Italian banks and the recovery of Piazza Affari: the observation that the Eurozone is holding up, the intervention of the State in MPS and the…
A real rain of PIR is about to arrive on the Italian market, with different offers aimed at a large pool of customers - From Anima to Pioneer and Eurizon, passing through Bnp Paribas, Kairos, Zenit, Mediolanum and others, here ...
The group's investor relator also changes: Francesca Pezzoli has been appointed
-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…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, Kairos strategist - Despite the fears about the stock expressed by Goldman Sachs and other strategists, the stock exchanges have become calmer and more confident and there are reasons -…
From "THE RED AND THE BLACK" by ALESSANDRO FUGNOLI, strategist of Kairos - The chimera of Helicoter Money that mutualises debt and lifts the economy from stagnation seduces and worries the markets - All the pros and cons but "yes…
Julius Baer, which has increased its stake in Kairos to 80%, from the previous stake of 19,9% acquired in 2013 - The second phase is underway which provides for the placement by Julius Baer of a minority stake of…
The fall in the rate of the German 0,20-year bond, which stands today at XNUMX%, is the litmus test of risk aversion and fear of the markets on Thursday's moves by the ECB which keep swinging not only…
In a meeting in Milan promoted by Kairos, Ian Bremmer, founder of the Eurasia think tank and world-renowned political scientist, explained why in the era of the G.0 (understood as a power vacuum due to the decline of the West) geopolitics causes concern growing…
The Swiss institute will increase its participation and in the first half of 2016 will place a part of its share on Piazza Affari.
The announcement was made in a note by the Swiss group Julius Baer, which aims to increase its stake by 19,9% in the capital of Kairos in view of the listing.
New partnerships with three international asset managers: Pioneer Investments, Kairos Partners Sgr and Nordea.
Paolo Basilico, leader of Kairos, an excellent asset management group: "Italy has a unique opportunity ahead of it and Renzi is doing important things, starting with the Jobs Act" - Strategist Alessandro Fugnoli recommends the equity of Europe, Japan and, in…
FROM THE BLOG "THE RED AND THE BLACK" BY ALESSANDRO FUGNOLI , Kairos' strategist - "Buffett has started studying Europe, and in particular Germany, because it still has lower multiples than America" - At least until July …
At the Kairos convention, Nobel laureate Robert Shiller, Yale professor and author of the famous best seller on "The irrational exuberance" of the markets that anticipated the bursting of the high tech bubble, called for caution: "Unfortunately, history tends to repeat itself"…
FROM THE BLOG "IL BIANCO E IL NERO" BY ALESSANDRO FUGNOLI, strategist of Kairos - Many things have gone wrong in the global economy but there are elements (from oil to interest rates) that may lead us not to consider the cycle of…
FROM ALESSANDRO FUGNOLI'S BLOG "THE RED AND THE BLACK" - The Kairos strategist reviews the different market scenarios in a phase of high volatility but also points out the importance of two positive factors for the Countries…
The independent asset management company founded and led by Paolo Basilico is celebrating its 15th birthday and, following the alliance with Julius Baer, is ready to ask the Bank of Italy for authorization to become a bank - In 2014 it has already raised one billion euros…
