Panorama blog

Because understanding is also a way to invest better. Explore ideas, trends, and market cues to make thoughtful decisions.

Showing 15 of 193 result(s)

Is 2025 the year of monetary normalization?

Monetary policy, shaken by inflation, is experiencing constant swings. While interest U.S. rate cuts are expected in the US, forecasts in Europe also point to reductions that could turn the region into a ‘neutral zone’. For now, Japan remains the major outlier in global markets. 

Artificial intelligence hallucinations

The term “Artificial Intelligence hallucination” (also called confabulation or delusion) in this context refers to the ability of AI models to generate content that is not based on any real-world data, but rather is a product of the model’s own imagination. There are concerns about the potential problems that AI hallucinations may pose, including ethical, social, and practical issues.

How will the new era of AI affect countries and companies?

By the end of 2025, the size of the artificial intelligence market will be nearing $300 billion. According to experts, the impact of the latest technological revolution will increase productivity and revenue. Finance, insurance, industry, energy, education, health and human resources are the sectors that will first notice the impact of this first wave of AI. The United The US, Finland and Switzerland are the best positioned countries.

How does duration and convexity impact bonds when rates fall?

The last decade of the financial market can be described in many ways, but perhaps the one that fits best is the concept of “outlier”. It may seem very difficult to think that what we have experienced does not fit within the margins of “normality,” it happens every year when we talk about the weather or the state of youth. In the case of markets, however, it fits like a glove. Why?

Artificial intelligence and the future of work

Artificial intelligence (AI) is a rapidly growing field that has the potential to revolutionize the way we work, learn and interact with technology. As AI technology continues to progress, it is increasingly integrated into various aspects of the workplace, from automating repetitive tasks to helping professionals to make better decisions.

What type of investor are you? Profiles and strategies

There are professional, retail or institutional investors. When considering risk, there are conservative, moderate and more daring risks. And depending on their strategy, there are individuals or legal entities who are committed to investing in the short term, who seek opportunities or who trust the passage of time. 
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