News
Follow our latest thoughts on investing and on the investment market in general.
PMI Indices in the Eurozone and Emerging Markets: which direction for the markets?
1. EDITORIALThe final reading of April’s euro-area composite PMI survey suggests the economic expansion continued at the start of the Q2 at a similar pace as in the Q1. That’s largely in line with other surveys.Nonetheless, a rise in inflationary pressure remains...
Stock Markets Volatility and Credit Spreads dynamics
1. EDITORIALMarch had been characterised by important decisions made by the Central Banks thatwill have ripercussions on investors’ choices and their portfolios.The ECB made decisions about its QE program on a quantitative (raising the amount of monthly repurchases,...
Global Markets waiting for Central Banking and Governments actions
1. EDITORIAL In the last days it seems the markets are gaining a momentum of stabilization; the commodity space is stabilising, including crude oil. The attempts to take commodity values lower in February have failed. The USD has entered a period of...
Monetary Policies and contrasting signals from economic data
1. EDITORIALGood morning to all of our readers.January saw an intense sell-off on almost all the asset classes seen as risky on the markets (the only exceptions were High Yield bonds and gold, the latter seen once again as the safe haven it used to be).This turbulence...
Our Welcome
1. FROM THE EDITORDear Reader,I am Gianluigi Montagner, Managing Director and Chief Executive Officer of Framont & Partners Management Ltd.(‘Framont’) Framont is a new Asset Management Company, incorporated in Malta and licensed to provide investment services in...