Follow our latest thoughts on investing and on the investment market in general.

Framont & Partners Management and his CEO Gianluigi Montagner are on the latest edition of Finance Monthly. Click the image to read the article.

In this number: Emerging markets trends USD Trends (weekly performance) Breaking Markets News 07/2017

1. EDITORIALAs shown in their last study by the Investment Bank JP Morgan, “Macro fundamentals, economic data, and financial markets have become somewhat disconnected of late. From a macro fundamental standpoint, the year has been tame compared to the widespread...

In this number: Trends EM vs DM and tradeable USD FED Dots Trends EM vs DM since 2000 Breaking Markets News 06/2017

In this number: VIX & SKEW Index Brasil and emerging Markets comparison Breaking Markets News 05/2017

1. EDITORIAL As analysed by Kepler Chevreux in their analysis, “since the fear of political disruption in France has been almost entirely removed the immediate positive impact of a Macron Presidency will be priced almost instantly. A major obstacle to the extension of...

In this number: French Elections Profits and Expectations of Inflation Breaking Markets News 04/2017

1. EDITORIAL As highlighted by the ETF asset management house Source, in the first Quarter of 2017 different asset classes groups have diverged: equity-like assets and industrial commodities have done well; sovereign debt, IG credit and gold...

In this number: Global manufacturing output US HY Versus 10 Year Treasuries: Correlation of Weekly FED DOTS Breaking Markets News 03/2017