In terms of valuation, the domestic stock market is slightly above its historical averages. Nevertheless, relative company valuations remain very attractive compared to global stock markets. The main arguments for [...]

In the extended July market commentary, VIG/C-QUADRAT TFI experts analyze the macro-economic environment of Poland, the Eurozone and the USA, look at global and domestic stock and bond markets and check how [...]

The situation on the global stock markets remains under the influence of the policy of the US Federal Reserve Bank (Fed), and recent comments by Jerome Powell seem to point to one thing - the cycle of interest rate hikes is coming to an end [...]

After the presidential debate, it is clear that there is a need to strategically monetize volatility in the context of the US elections. We analyzed three scenarios: Trump's win, Biden's win and [...]