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#6 The main asset classes and the outlook for the second half of the year.
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5 min
Luís Sancho | BBVA AM
What are the benefits of diversification in 2025?
June 2025
Talking to Luís Sancho about the benefits of diversification for 2025. -
3 min
Funds People
Bonds: What are they and what forms can they take?
June 2025
The world of bonds is very vast, almost infinite, and they can even be categorized according to the maturity of the interest.
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3 min
Mário Pires | Schroders
What does the second half of 2025 have in store for us?
June 2025
The last few months have been marked by uncertainty, with unusual decisions and setbacks in US trade policies. So only a crystal ball could help us guess what's in store for the second half of the year.
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5 min
André Themudo | BlackRock
Outlook for the second half of 2025: what can we expect?
June 2025
The current context challenges traditional investment models and raises strategic questions for global markets. One of the most important is: What will be the future role of US Treasury bonds in portfolios?
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7 min
Ana Carrisso | Fidelity
Europe, USA and China: what could happen in the second half of 2025
June 2025
Find out, with Ana Carriso, what could happen in the second half of the year.
Financial Education
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3 min
Mário Pires | Schroders
Bonds: what are they and how do they work?
June 2025
Anyone who pays attention to financial issues has certainly heard of bonds. In short, a bond is essentially a loan. Whoever buys it is lending money to an entity for an agreed period. Learn more about this asset class.
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3 min
André Themudo | BlackRock
Commodities: what they are, what categories exist and what are their impact
June 2025
In financial terms, commodities function as investment instruments. Understanding them is essential for effective diversification and risk management strategies, also influencing exchange rates, final prices and macroeconomic decisions.
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3 min
Ana Carrisso | Fidelity
What are shares for?
June 2025
Almost every day we hear about the stock market: how much the shares are worth, whether they have fallen or risen in line with current events. However, one thing is what is familiar to us and another is understanding how the capital market works.
#5 The impact that technological disruption and Artificial Intelligence (AI) have on economic activity
Technological disruption and artificial intelligence (AI) are playing an increasingly important role in the global economy, with several sectors already experiencing significant gains in autonomy. However, and as with any new development, there are challenges to overcome.
Find out what the challenges may be and what our experts think about the topic.
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6 min
Jorge Silveira Botelho | BBVA AM
Is Artificial Intelligence really that different and innovative?
April 2025
In conversation with Jorge Silveira Botelho, this time about Artificial Intelligence.
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6 min
Funds People
What are the dynamics of Artificial Intelligence and Geopolitics?
April 2025
Artificial intelligence has proven to be a true revolution in knowledge. Discover its impact during the complex times we are living.
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3 min
Mário Pires | Schroders
Technological Disruption and AI as drivers of the "new" economy
April 2025
Just like other innovations that changed the world—such as the internet and the mobile phone—AI's technological advancements have already become a critical success factor, automating processes, reducing inefficiencies and costs, among other benefits.
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5 min
André Themudo | BlackRock
The impact of artificial intelligence on economies and financial markets
April 2025
André Themudo, explains in practical terms, what the impact of Artificial Intelligence is on economies and markets.
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3 min
Ana Carrisso | Fidelity
Will 2025 be the year that AI finally conquers the world?
April 2025
2024 was a big year for artificial intelligence: the American stock market reached historic highs, largely due to the strength of companies associated with the development of this new technology. What can we expect for 2025?
Financial Education
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3 min
Mário Pires | Schroders
Data Centers: the pillar of technological disruption
April 2025
Making a payment with MB Way or watching an episode of your favorite series on a streaming platform are examples of operations processed by data centers, which have now become standalone businesses, specialized in the long-term management of critical infrastructure essential to the functioning of society.
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4 min
André Themudo | BlackRock
Technological disruption and AI: shaping the global economy
April 2025
Large Language Models, decision trees, and natural language processing are some of the terms related to how AI works. Find out what they involve.
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3 min
Ana Carrisso | Fidelity
Blockchain and tokenization: what are they and what impact do they have on accelerating the economy and investment?
April 2025
Tokenization consists of converting an asset into small digital units, while blockchain technology functions as a decentralized and secure digital ledger. But what impact can they really have on the economy?
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6 min
Jorge Silveira Botelho | BBVA AM
What are the dynamics of Artificial Intelligence and Geopolitics?
April 2025
Artificial intelligence has proven to be a true revolution in knowledge. Discover its impact during the complex times we are living.
#4 2025: What to expect from Geopolitics and markets?
The year 2025 will be marked by a geopolitical and economic scenario shaped by different global tensions, technological advances and the various existing climate challenges.
Find out what our experts think about these issues and the outlook for 2025.
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4 min
Luís Sancho | BBVA AM
Economic outlook for 2025
January 2025
Luis Sancho reflects on the outlook for the financial market in 2025.
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3 min
Funds People
How can political uncertainty be measured?
January 2025
The Economic Policy Uncertainty Index is based on three components: the search results index of 10 major American newspapers; the Congressional Budget Office reports; and the Survey of Professional Forecasters of the Federal Reserve Bank of Philadelphia.
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4 min
Mário Pires | Schroders
USA, Europe and (possible) geopolitical tensions in 2025
January 2025
Learn about Mário Pires' perspective on the possible geopolitical tensions in 2025. -
3 min
André Themudo | BlackRock
Financing the future: we need to rethink the way we invest
January 2025
The world has changed since 2020 and we are no longer living through the usual economic cycle. There are also four issues that could condition the evolution of the market: AI evolution, long-term infrastructures, growing fragmentation, need for new diversifiers.
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3 min
Ana Carrisso | Fidelity
United States and China, the yin and yang of the markets in 2025
January 2025
Whatever happens this year, investors should remember one fundamental lesson: there is no crystal ball for investment.
Financial Education
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3 min
Mário Pires | Schroders
What are the new dynamics in distribution chains?
January 2025
The operations that ensure that a product reaches consumers efficiently are the links in distribution chains and are interlinked in complex gears. When everything works we don't even realize they exist, but countless events have highlighted their vulnerabilities.
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3 min
André Themudo | BlackRock
Nearshoring, friendshoring and reshoring: what they are and what are their advantages
January 2025
These concepts are part of a set of business practices designed to optimize costs and increase operational efficiency, and have been gaining ground as companies seek to improve their processes. But what exactly do they consist of?
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3 min
Ana Carrisso | Fidelity
Globalization, deglobalization, reglobalization: learn about the differences
January 2025
Globalization has created a regime marked by the integration of local economies into a kind of world market economy. However, in 2020, with the outbreak of the COVID-19 pandemic, deglobalization began, i.e. the process of reversing globalization.
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4 min
Luís Sancho | BBVA AM
The power of geopolitical influence and the economic outlook for the near future.
January 2025
Find out what the hot topics of the moment are and how they could affect the markets and a country's economy.
#3 Savings
Savings have an increasingly important role in our daily lives. With the average life expectancy increasing every day, it is essential to save for the future, whether before or after retirement.
Discover our experts' opinions on this topic.
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4 min
Monica Morais | BBVA AM
How to take advantage of the benefits of retirement solutions?
November 2024
Mónica Morais explains in practical terms why it is essential to prepare for the future and especially for retirement. Find out how. -
4 min
Funds People
PPRs: what are they and why are they popular in Portugal?
November 2024
When we think of saving for retirement, many of us automatically think of a retirement savings plan, commonly known as a PPR. But what are the characteristics of this type of financial instrument?
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4 min
Mário Pires | Schroders
Savings: what to do with them?
November 2024
Saving can, and should, be more than creating a reserve and keeping money idle. Increasing the value of savings should be one of the main objectives. How to do this? Not putting all your eggs in one basket.
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3 min
André Themudo | BlackRock
The mindset shift that will improve people's retirement.
November 2024
Current demographic trends jeopardize the ability of public pension systems to allow people to live a comfortable retirement. But capital markets can be the perfect tool and ally to mitigate this impact.
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4 min
Ana Carrisso | Fidelity
What are savings and what types of savings are there?
November 2024
Discover Ana Carrisso's perspective on savings and how they can change your day-to-day life.
Financial Education
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3 min
Mário Pires | Schroders
Savings: a perspective based on three fundamental pillars
November 2024
Savings are an essential driving force for financial stability and economic growth in any country. But for it to be effective and sustainable, it is essential that it is promoted and encouraged by the three pillars that support it.
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3 min
André Themudo | BlackRock
Accumulation, deaccumulation and the importance of setting realistic savings goals.
November 2024
A transition to a deaccumulation strategy can make the difference between living a smooth retirement or facing financial difficulties, which is why it is essential to start planning a retirement plan as early as possible. Discover some of the deaccumulation strategies adopted by investors and savers.
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3 min
Ana Carrisso | Fidelity
Compound interest: It's not magic, it's consistency
November 2024
In the financial world, some refer to compound interest as the eighth wonder or the most powerful force in the world. There are even those who talk about magic. But that's not the case at all. Discover what compound interest really is and what its benefits are.
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4 min
Monica Morais | BBVA AM
Do you think that your pension alone will be enough to maintain your standard of living throughout your retirement years?
November 2024
Every day counts. Worried about the future? Find out why it's essential to start preparing your retirement pension now and how to take advantage of its benefits until then.
#2 Inflation and disinflation
Inflation and disinflation play key roles in a country's economy, influencing various aspects such as purchasing power, interest rates, investments and consumer confidence.
Managing these variables is one of the main functions of central banks and economic authorities, making the balance between inflation and disinflation is crucial.
Find out what our experts think about this topic
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2 min
Jorge Silveira Botelho | BBVA AM
Rebalancing risks: inflation vs growth
September 2024
With Jorge Silveira Botelho, discover the meaning of the Fed Pivot and its implications for the world economy. -
4 min
Funds People
Stagflation: what is it and what impact does it have on the economy?
September 2024
Stagflation is when two factors combine: the economy in stagnation and, at the same time, a rise in inflation. Discover in this article its causes and consequences for the economy.
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4 min
Mário Pires | Schroders
Why is inflation part of a “new” normal?
September 2024
Take note of these three D's: Deglobalisation, Decarbonisation and Demography. These are the factors that put upward pressure on prices (and will continue to). Find out how.
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5 min
André Themudo | BlackRock
The impact of inflation on the global economy and markets
September 2024
André Themudo explains what inflation is and how it can influence monetary policy decisions, for example, and also shares BlackRock's position at this time of uncertainty.
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3 min
Ana Carrisso | Fidelity
Inflation, recession and interest rates: immediate prospects
September 2024
Despite the scare with worse than expected employment data at the beginning of August, the soft landing remains the base scenario.
Financial Education
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3 min
Mário Pires | Schroders
The ABCs of inflation: everything you need to know
September 2024
The news has been flooded with information about inflation. But do we really know how it is created, how it is measured, and who most bears its impacts?
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7 min
André Themudo | BlackRock
GDP Deflator vs. private consumption deflator: what are these indicators?
September 2024
While one offers a general overview of inflation across the whole economy, the other provides a more specific perspective on how inflation affects private consumers. Understand what these concepts consist of.
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6 min
Ana Carrisso | Fidelity
Inflation, deflation or stagflation: each diagnosis implies a different treatment
September 2024
Economist John Maynard Keynes stated: "Inflation is unjust and Deflation is inexpedient." Find out what these phenomena that affect price stability are.
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4 min
Jorge Silveira Botelho | BBVA AM
Inflation, disinflation and deflation
September 2024
Jorge Silveira Botelho explains how these concepts can influence your day-to-day life in practice.
#1 Monetary policy and interest rates
Monetary policy and the interest rates set by central banks play a crucial role in a country's economy.
It is important to understand how interest rate decisions are made and what the impact is on the economy and the financial markets, so that you can make informed decisions.
BBVA, in partnership with FundsPeople, shares with you the opinion of some experts on this matter.
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4 min
Jorge Silveira Botelho | BBVA AM
What can we expect from the financial markets, given inflation?
July 2024
What can we expect from the financial markets, given the fall in global inflation? Discover the effect of monetary policy, with Jorge Silveira Botelho.
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6 min
Funds People
What is the yield curve and how to interpret it?
July 2024
The yield curve says a lot about the movement of interest rates, but it also helps to understand the health of the economy. Get to understand this term in detail.
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4 min
Mário Pires | Schroders
Monetary policy and market outlook
July 2024
Discover Mário Pires' thoughts on the actions of central banks, the outlook for the markets, and the behavior of asset classes.
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5 min
André Themudo | BlackRock
The impact of the current monetary policy regime
July 2024
In the post-pandemic era, the tools and conclusions of the past are no longer useful. Find out how the current monetary policy regime really operates.
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6 min
Ana Carrisso | Fidelity
How to deal with the uncertain actions of the US Central Bank?
July 2024
The Fed's action in terms of interest rates is difficult to predict. Ana Carrisso explains how financial assets can deal with this uncertainty.
Financial Education
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6 min
Mário Pires | Schroders
What happens when interest rates rise? And when they fall?
July 2024
Interest rates are the cost of borrowing money or the return on investment. When they go up or down, how do they affect your investments?
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7 min
André Themudo | BlackRock
Quantitative Easing and Quantitative Tightening: what are they?
July 2024
These are two unconventional methods of monetary policy, which go beyond the traditional change in rates. André Themudo explains what they consist of in detail.
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5 min
Ana Carrisso | Fidelity
How important are central bank asset purchases?
July 2024
In 2008, the US central bank (Fed) began the first asset purchase program in its history. Find out the logic behind this intervention and what effects are expected.