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Analysis notes

The partners share their reading of the markets periodically: what moves portfolios, what we are watching and why.

Earnings, technology and geopolitics: what are we watching this summer?

Markets are holding up despite the noise — war with Iran, oil, the semiconductor correction — but the variable we are really watching now is corporate earnings, not valuations.

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Israel–United States–Iran conflict: the beginning of the end?

Why we are keeping our fund portfolio strategy virtually unchanged despite the conflict in the Strait of Hormuz, and what we will be watching during the second quarter.

Israel–United States–Iran conflict: how can it affect the markets?

We analyse the conflict in the Strait of Hormuz not from a geopolitical angle, but for its real impact on the price of oil and, therefore, on inflation and portfolio strategy.

2026 Strategy: the forces moving the markets

We present the three forces that, in our view, will move markets in 2026 —inflation, artificial intelligence and liquidity— and a first analysis of the impact of the United States' intervention in Venezuela.

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Legal notice

This analysis note is for information purposes only. It does not constitute personalised investment advice, nor an offer or solicitation to buy or sell any financial instrument, and it does not take into account the financial situation, investment objectives or risk profile of any reader. The opinions expressed correspond to the date of publication and may change without prior notice. Past performance is not a guarantee of future returns; all investment involves risk, including the loss of the capital invested. Any investment decision taken on the basis of this information is the sole responsibility of the person taking it. Andvisory 360 Financial Services ASF is a financial advisory firm authorised and regulated by the Andorran Financial Authority — Registration number: ASF-04/23.