August Market Review
August, in absolute terms, left a positive balance with some signs of prudence and, if we look a little more in depth, a certain concern. Both equities and fixed income rose in general terms thanks to growing hopes of rate cuts by the Fed in September. On the other hand, a certain caution is perceived […]
July Market Review
July was an intense month in financial markets, with record highs despite the uncertainty sparked by Trump’s tariff announcements. Fixed income fell slightly in local currency, dragged down by declining yields across all maturities from one year onwards. Why are global equity markets performing so well amid geopolitical tensions and macro uncertainty? Investors usually price […]
Proxy voting: a simple tool to vote in shareholder meetings with integrity
When we speak about Catholic investing, we often think about which sectors to avoid, which companies to support, or how to build a portfolio that aligns with our values. But there’s another, less visible—yet equally important—dimension of ethical investing: the right to vote as a shareholder. Because investing is not just about putting our resources […]
Practical Guide to Catholic Investing
Faith-based investing is more than a financial strategy: it is also an opportunity to act in alignment with personal values and economic decisions. Catholic investing seeks precisely this: to unite profitability, responsibility, and faith. By following the Social Doctrine of the Church as a roadmap, it is possible to adopt an approach that respects human […]
Costs and Common Investing Mistakes: How to Protect Your Returns
Investing is an essential tool for growing wealth, but real costs and certain management mistakes often erode returns without the investor even noticing. Combining a proper assessment of expenses with the prevention of recurring mistakes is vital for a well-structured and ethical investing strategy. Costs to Consider in an Investment Although some financial products may […]
Catholic Investing: How to Know if Your Investment Aligns with Your Values
More and more investors—both individuals and institutions—are asking a fundamental question: Is it possible to invest without compromising my principles? The answer is yes, and it begins with having the right tools to truly understand where your money is going and to make informed, faith-based decisions. In a globalized financial environment where profitability often outweighs […]
May Market Review
May ended with strong increases in equity indices and slight declines in fixed income indices, due to the rise in long-term interest rates. It appears that the market is somewhat calmer regarding the tariffs announced by Trump, who has temporarily suspended these increases while awaiting agreements in the upcoming negotiations with various countries. However, there […]
April Market Review
April was as close to a roller coaster ride as you can get with steep ups and downs. The final result does not say much about what has really happened in the market this month. But is that what has happened? Here is the data for the same indexes from high to low for the […]
March Market Review
March ended with significant declines, particularly in equities. What caused this disaster? Before diving into details—and many of you already know—how can we determine if a market is expensive or cheap? With other assets, like real estate, we have benchmarks such as price per square meter, and this benchmark will vary based on qualitative factors […]
February Market Review
February ended mixed, with U.S. equity markets in negative territory and Europe and fixed income in positive territory. U.S. indices are falling and European indices are rising? These investors are crazy. What’s going on? Market volatility has increased due to concerns about inflation, Fed reversal and economic growth risks. Since September 2024, U.S. inflation has […]