MoneyController

MoneyController

MoneyController - Find the financial advisor that's right for you is a finance and digital business european platform designed for financial advice and asset management. It’s a complete and robust online directory for the finance world that allows investors to search for and network with financial advisors. With the help of our powerful search engine, you can view their services and offers. Interact with financial advisors directly, even from your mobile devices. The platform also provides news coverage and tools for analysing and controlling the financial risk of your own portfolio.

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Asset allocation: quality and international companies

Posted on 29.05.2024

Here is an example of an asset allocation that takes both growth and quality of companies as criteria: the result is a portfolio that contains, among the largest exposures, companies with solid business and international calibre. Concentration of investments in North America Das Investment magazine described the investment strategy of David Dudding, portfolio manager of the CT (Lux) Global Focus fund of Columbia Threadneedle Investments. The fund concentrates its investments mainly in North America (approx. 65%). This is followed by funds domiciled in Europe (10%) and those in emerging markets (5%). Exposure to the IT sector Thematically, the distribution of investments favours the IT sector. In terms of investment style, Dudding speaks of a ‘buy-and-hold’ attitude: his portfolio therefore invests mainly in financial stocks that he and his team expect to grow. Both growth and business strength The fund's exposure is mainly in the growth sector. But the selection c ...

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Markets between bullish outlook and growing uncertainties

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  • Financial markets/economy
Posted on 29.05.2024

Markets are growing and market participants therefore seem to be marked by a certain optimism; nevertheless, there are elements of uncertainty to contend with. Trade tensions between the US and China In an article in ‘La Stampa’, the risks of growing tensions in trade relations between the US and China are analysed. Some observations by Carlo Benetti, Market Specialist at Gam (Italia) Sgr, and Simone Obrizzo, Portfolio Manager, AcomeA Sgr, are reported in this regard. Although it is possible that tariffs and trade tensions between the US and China will not have any particular consequences from a macroeconomic point of view, this dynamic does have an impact in the sense that it increases uncertainty in the markets. Central banks, politics, inflation Another element of uncertainty comes from monetary policies. As former International Monetary Fund chief economist Kenneth Rogoff explains on ‘Market Watch’, central banks a) struggle to make accurate forecasts in ...

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OpenAI and Google, the two champions of the artificial intelligence challenge

Posted on 28.05.2024

It is an almost epic challenge between OpenAI and Google in the field of artificial intelligence, a challenge that is likely to change the way we approach web searches. The market size of OpenAI and Google in comparison When it comes to artificial intelligence (AI) and, in particular, generative AI programmes, OpenAI and Google dominate the markets. OpenAI developed the ChatGPT software, while Google put Gemini on the market. As Pier Luigi Pisa points out in ‘Affari&Finanza’ (‘La Repubblica’), one of the most striking differences between the two companies is their size, namely their market value. However, this comparison must take into account one fact: OpenAi is not listed on the stock exchange; nevertheless, the company is worth an estimated 80 billion dollars. In any case, these figures are far from Google's $2.2 trillion market capitalisation. Cloud infrastructures and Microsoft's investment in OpenAI However, it must also be borne in mind th ...

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Funds bet on bullish commodity cycle

Posted on 28.05.2024

Moving the commodities market today seems to be mainly institutional investors, in anticipation of a bullish cycle. Commodities: Is a bullish cycle on the way? More than one analyst believes that the commodities market, in particular certain minerals and industrial metals, will be characterised by a bullish price cycle. In view of this prediction, fund managers seem to want to be prepared. Luca Pagni writes about this in ‘Affari&Finanza’ (‘La Repubblica’), picking up on an article in the ‘Financial Times’. Long positions on the London Stock Exchange increase Last year was a bearish period for large segments of the commodities market. Today, however, as Pagni points out, on the basis of the derivatives market it is possible to guess that funds are preparing for a price rally: this is shown, for example, by the rise in so-called ‘long positions’ on the London Stock Exchange, which indicates confidence on the part of institutional in ...

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The possible consequences of the UK election on markets: perspectives from the past

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  • Financial markets/economy
Posted on 27.05.2024

In a surprise move, the British Prime Minister and leader of the Conservative Party, Rishi Sunak, has brought forward the UK elections by about three to four months: they will therefore be held on 4 July. But what could be the consequences for the financial markets? Market developments in the UK after the elections In this regard, Jenni Reid (CNBC) reported some perspectives on the basis of a historical data set. The investment bank Citi wrote that - excluding the occurrence of destabilising events such as the Great Financial Crisis or the bursting of the Dotcom Bubble - UK stock markets have been ‘relatively flat to down’. Citi, however, also analysed the performance of the MSCI UK index comprising large and mid caps: the result is an average rise of 6% in case of a Labour Party victory and an average fall of 5% in case of a Conservative victory. Other results from the historical analysis Other considerations made on the basis of the analysis of the historical performa ...

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Learning to interpret your own emotions and those of the markets when investing

Posted on 27.05.2024

According to experts, the role of emotions when investing should never be neglected: as the ‘Wall Street Journal’ states, it would be important in this respect not only to control emotions but also to learn how to interpret them. Interpreting the emotions of the markets to one's advantage What does it mean to be rational when investing in the financial markets? As Jason Zweig writes in the Wall Street Journal, being rational when investing does not mean neglecting emotions: it means being able to master and interpret them to one's advantage. In this regard, Zweig mentions a famous quote by Warren Buffett: ‘attempt to be fearful when others are greedy and to be greedy only when others are fearful’. The role of emotions in rational processes Zweig explains that emotions can assist rationality: this is shown by the fact that those who have suffered damage to the amygdala, a region of the brain dedicated to fear, tend to perform actions without taking in ...

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Investments: pharma's new frontier is oncology pharma

Posted on 24.05.2024

Although the focus of investor interest today seems to be mainly on anti-obesity drugs (just look at the results of companies such as Eli Lilly and Novo Nordisk), cancer products also seem to be good candidates to bring a lot of added value to the pharmaceutical sector. Current situation and outlook on cancer drug sales Advances in cancer drug research also open up investment opportunities, according to analysts. This is what emerges from Monica D'Ascenzo's article in ‘Il Sole 24 Ore’. According to data from Iqvia, a company that deals with data analysis and technologies linked to the health care sector, already today the pharmaceutical sector's biggest revenues come from oncological products and in 2028 the total amount of the sector's revenues is likely to reach USD 440 billion. Antibody-drug conjugates As D'Ascenzo explains, a decisive driver will be specific drugs called ‘antibody-drug conjugates’. Morgan Stanley speaks of a business ...

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Stock exchanges: dividends rain, US and banks in the lead

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  • Financial markets/economy
Posted on 24.05.2024

The impression that dividend payouts on the stock exchange have increased in recent months is confirmed by the Janus Henderson Global Dividend Index. Dividend payout grows in the first quarter of 2024 In the first quarter of this year, according to data from Janus Henderson's Global Dividend Index, dividend payouts totalled just over $339 billion. As Sandra Riccio writes in ‘La Stampa’, one of the main reasons behind this increase lies in the growth of the underlying assets (+6.8%), which was matched by a 2.4% growth in dividend distributions. Overall, the vast majority of companies, 93%, increased or confirmed their dividend distribution. The banking sector's driving force The biggest driver of dividend growth came from one sector in particular, namely banking: a quarter of the dividend increase was due to coupons on shares paid out by banks, which rose by 12% in the first quarter. Dividends in the US and the first dividend distributed by Alibaba The other bi ...

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Investing in US equities and European bonds

Posted on 23.05.2024

Multi-asset investments involve spreading assets over more than one asset class, but usually do not neglect the selection of securities for each. An example of a portfolio. An example of a multi-asset portfolio A multi-asset investment portfolio involves an asset allocation that is at least diversified between stocks and bonds. However, security selection is usually not limited to the allocation of assets between stocks and bonds, but also goes as far as selecting the securities to be included within the same asset class. In this regard, FONDS Professionell magazine considers the example of a portfolio of the asset manager Pimco, whose managers are Erin Browne and Emmanuel Sharef. Slightly overweighted equities and cyclical stocks As far as the equity component is concerned, the two managers (who in their asset al location slightly overweight their investments in equities) look with interest mainly at high-quality US large caps and also at some similar companies in emerging markets ...

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Nvidia's revenues fly thanks to data centre and cloud boom

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  • Financial strategy and management
Posted on 23.05.2024

Nvidia is once again surprising with its revenues above expectations. Driving the business of the company founded by Jensen Huang seems to be above all the use of chips in data centres and by cloud service providers. Revenues Above Expectations Nvidia is continuing its run in the markets, after its first quarter figures for this year came in even above expectations: revenues of USD 26 billion, a 262% increase over the same period last year. Expectations for second quarter revenues are around USD 28 billion. Since the beginning of this year, the stock on the stock exchange has almost doubled in value: from just under USD 440 to the current USD 876. The data centre business As Kif Leswing (CNBC) points out, it is the data centre business, which grew by 427 per cent last quarter due to increasing demand, that has driven the results of the Californian microprocessor company. After all, Nvidia has among its customers no less than companies such as Amazon, Google, Microsoft and Oracle. I ...

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The king dollar and the currencies most affected by its appreciation

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  • Financial markets/economy
Posted on 22.05.2024

The dollar is as strong against other currencies as we have seen in a long time: but what are the consequences of this strength? Dollar Index just under 105 points The US dollar today is between 104 and 105 points, and it maintains a dominant position not only in terms of transactions, but also in terms of value over many other currencies. In particular, it can be noted that after years in which the Dollar Index had been below 100 (ten years ago, for example, it was at 80), today that value has been above 100 points for more than two years. But what are the consequences of this strong dollar for the markets and the global economy? The devaluations of other currencies against the dollar As Marco Valsania points out in ‘Il Sole 24 Ore’, more than 60% of the world's 150 major currencies have lost ground against the greenback: ranging from the borderline cases of the Zimbabwean dollar and the Lebanese pound (-81% and -83%) to the currencies of South Sudan, Egypt and Nig ...

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Utilities stocks are driven by artificial intelligence

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  • Financial markets/economy
Posted on 22.05.2024

In the financial markets, the electricity-related utilities sector is usually included among ‘value’ investments. However, if one looks at the trajectory of recent months, it is surprising to see some performance comparable to that of certain growth stocks. Utilities benefit from artificial intelligence The reason that has propelled electricity-related utility stocks in the stock market seems clear: among the economic activities affected by the development of artificial intelligence are also utilities. The reason lies in the fact that artificial intelligence programmes and systems require the use of electricity. As we read in the Wall Street Journal in an article by Jason Zweig, Bespoke Investment Group found, for example, that in the past three months, three out of the five best performing stocks listed on the S&P 500 are utilities. The underperformance of utilities in recent years Until recently, the trajectory of the utilities underperformed the benchmark indices ...

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