News
Follow our latest thoughts on investing and on the investment market in general.
Bond market dynamics in the next months: negative territories for how long?
1. EDITORIALAs we described in the last number of this newsletter market volatility is to be watched out actually as the catalyst of the last part of the year are fast approaching.The catalysts for the global markets will be the US presidential Elections (8th...
Volatility behavior during summertime and, now, what’s next?
1. EDITORIALMarket volatility during summer periods tends to be very low and this year has been no exception.US economy is keeping contrasting bells on economic data, some good some bad, such as the weak August payroll number had been flagged by weak industrial...
Brexit Gone. What direction for the Markets?
1. EDITORIALThe whole world, not only the financial one, has seen what happened after a referendum held in one of the major economies of the world. Britain’s unexpected decision to leave the EU triggered a market panic on Friday 24th and Monday 27th as assets...
QE started: will this improve economic conditions in the EZ?
1. EDITORIALThe European Central Bank didn’t shy away from the region’s riskier securities when it began buying corporate bonds on last Wednesday, 8th June.The Central Banker is showing he’s planning to make the biggest impact possible on the first day of corporate...
PMI Indices in the Eurozone and Emerging Markets: which direction for the markets?
1. EDITORIALThe final reading of April’s euro-area composite PMI survey suggests the economic expansion continued at the start of the Q2 at a similar pace as in the Q1. That’s largely in line with other surveys.Nonetheless, a rise in inflationary pressure remains...
Stock Markets Volatility and Credit Spreads dynamics
1. EDITORIALMarch had been characterised by important decisions made by the Central Banks thatwill have ripercussions on investors’ choices and their portfolios.The ECB made decisions about its QE program on a quantitative (raising the amount of monthly repurchases,...
Global Markets waiting for Central Banking and Governments actions
1. EDITORIAL In the last days it seems the markets are gaining a momentum of stabilization; the commodity space is stabilising, including crude oil. The attempts to take commodity values lower in February have failed. The USD has entered a period of...
Monetary Policies and contrasting signals from economic data
1. EDITORIALGood morning to all of our readers.January saw an intense sell-off on almost all the asset classes seen as risky on the markets (the only exceptions were High Yield bonds and gold, the latter seen once again as the safe haven it used to be).This turbulence...
Our Welcome
1. FROM THE EDITORDear Reader,I am Gianluigi Montagner, Managing Director and Chief Executive Officer of Framont & Partners Management Ltd.(‘Framont’) Framont is a new Asset Management Company, incorporated in Malta and licensed to provide investment services in...