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 […]
What is proxy voting and how does it work?
Proxy voting is a key tool in the world of investment and corporate governance. It allows shareholders to exercise their right to vote on a company’s decisions, even if they cannot physically attend shareholder meetings. This mechanism is especially useful for institutional investors, who manage assets of multiple shareholders. For practical purposes, proxy voting consists […]
January Market Review
January ended with significant increases in all markets. In equities, the prize for the month of January goes to Europe with a rise of 6.29%, well above the rest of the indices. Why? I believe the main reasons are as follows: What has happened in the American technology sector? This month we have witnessed the […]
December Market Review
December ended with a decline in major markets: Following Trump’s victory in the U.S. elections, we are observing its repercussions on financial assets. The United States has outperformed the rest of the world, with Nasdaq (which includes the renowned “Magnificent 7”[1]). standing out once again. This index has not only surpassed the rest of the […]
November Market Review
The month of November ended with significant increases in all markets: Trump’s election as President of the United States was a major boost for the U.S. stock market, though it didn’t have the same impact on other indices. Could potential new tariffs have something to do with this? Another “Trump effect” was the sharp rise […]
Celebrating Life and Family, Also Through Investments
Financial decisions have the power to transform society for the better when guided by strong values. That is why, at Altum Faithful Investing, the promotion of Life and Family are essential pillars in guiding our investments, aligning with the Magisterium of the Catholic Church and with global initiatives that share this purpose. Celebrating Life: The […]
October Market Review
October ended with slight declines in all markets. After the gains seen in September, the market took a breather. • S&P 500: -0.99%• Nasdaq: -0.85%• Stoxx Europe: -3.35%• All Country World Index EUR: +0.92%[1]• Global Fixed Income Index EUR: -0.65% The market was in a kind of “tense calm,” awaiting the U.S. elections in November, […]
September Market Review
A good month in September with most major financial assets in positive territory, except for Europe. • S&P 500: +2.02%• Nasdaq: +2.48%• Stoxx Europe: -0.41%• All Country World Index EUR: +1.68%• Global Fixed Income Index EUR: +0.87% Why did Europe end in negative territory? The sector that fell the most was healthcare, which represents 17% […]