Insight news

Analyse de marchés

Préservation et croissance du patrimoine

Insight news

Andbank publie une série d’études et d’articles sur le secteur financier, analysant la situation économique, réglementaire et financière actuelle. Ces Insight News sont signées par les directeurs, spécialistes et techniciens de l’équipe d’Andbank.

THE SUMMER NO.1

THE SUMMER NO.1

Publication : 30/07/2021

Xavier Torres Puges General Manager ANDBANK Asset Management Last week marked the start of the summer season, coinciding with the end of the first half of the year, and, as always at this time of year, everyone is talking about the « summer No.1 », meaning, in the world of markets, whether we will have a summer […]
Plus d'informations
Dejà vu

Dejà vu

Publication : 30/07/2021

Xavier Torres Director General Andbank Asset Management I will try to shed light on the markets by reviewing their evolution after this last year of strong rises in most of the world indices. If I say this, we are not providing a great deal of additional information to what we already know, but let me […]
Plus d'informations
Trump and the global chip shortage

Trump and the global chip shortage

Publication : 30/07/2021

Jaume Carles Pallares Discretionary Portfolios & 3rd Party Funds ANDBANK Asset Management 15 May 2019 The Trump administration orders the USA Department of Commerce to immediately add Huawei and 70 related subsidiaries to the « Entity List », a measure that prohibits American companies from exporting components and technology to Huawei without USA government approval. The argument […]
Plus d'informations
The « Youtuberisation » of investments

The « Youtuberisation » of investments

Publication : 30/07/2021

Albert Borràs Reñé Head of Discretionary Portfolios & 3rd Party Funds Andbank Asset Management The Covid-19 crisis has changed the reality as we have lived it up to now and the investment world has not been immune to this transformation. The lockdown effect resulted in millions of people spending their time at home consuming digital […]
Plus d'informations
Reflation Trade – Paulina Fisz

Reflation Trade – Paulina Fisz

Publication : 30/07/2021

PAULINA FISZ Portfolio Manager ANDBANK Asset Management We seem to be leaving behind a very difficult period that has been marked by the Covid-19 health crisis, which only started a year ago. States pulled out all the stops by implementing ultra-expansionary spending policies in order to mitigate the global economic slowdown. Also, Central Banks applied […]
Plus d'informations
Europe’s GDP fell by almost 7% in 2020. Pandemic perspective

Europe’s GDP fell by almost 7% in 2020. Pandemic perspective

Publication : 30/07/2021

The eurozone contracted in the fourth quarter by -0.7% q/q, meaning that the eurozone’s 2020 GDP fell by 6.8%. This is bad if we compare it with the USA (which fell by only 3.5% in 2020, and with a 4th quarter growing at +1%). Europe is worse off if we include the projections for 2021, […]
Plus d'informations