Ep. 25 - Azionario USA, flop dei tematici e nuove reti di CF. Con Miraglia (UniCredit) e Astolfi (Capital Group)

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Con Renato Miraglia di UniCredit e Matteo Astolfi di Capital Group parliamo di equity americano, al di là dei Big Seven, del ruolo dei bond nel 2024 e su cosa non abbia funzionato nei fondi a tema. E di evoluzione dell’industria, tra nuove richieste della clientela ed evoluzione delle strutture di consulenza.

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Ep. 25 - Azionario USA, flop dei tematici e nuove reti di CF. Con Miraglia (UniCredit) e Astolfi (Capital Group)

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