macroeconomics

PortfolioManagement

Geopolitics & Your Portfolio: From US–China to Supply Chains

Earnings season makes headlines. Wars rewrite history.

BYMassimiliano Sermi

Feb 4, 2026

PortfolioManagement

How Macroeconomic Trends Shaped My Portfolio in 2023–2025

Markets don’t exist in a vacuum. Neither should your portfolio

BYMassimiliano Sermi

Jan 14, 2026

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