Stock markets
Investments, XTB study maps young people’s digital surge
In XTB’s survey, 50.2% say they have already invested. Among younger people, apps, online brokers and small initial sums are on the rise
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Stock markets
Garbarino of Lemanik focuses on fundamentals and names four global stocks
Defense, semiconductors and digital infrastructure in the Lemanik Global Equity Opportunities manager’s analysis of equity markets
Economic outlook
Capital is not protected by standing still: the new challenges facing Italian savings
Protecting capital means taking inflation, risk and personal goals into account. The role of diversification and time in wealth management
Stock markets
Conca, Lfg Zest: in AI, every dollar buys fewer gigawatts and 2027 becomes decisive
His analysis distinguishes spending growth, installed capacity and component prices: memory and new orders can show where the cycle is most vulnerable
Stock markets
Rising rates and inflation, “this time in (not) different”. We are facing uncontrollable variables
The basic problem is that a system that requires constant debt expansion to sustain itself needs inflation to erode that debt
