May 5, 2025 | Zolio Market Commentary
Warren Buffett is stepping down, concluding a remarkable six-decade run at Berkshire Hathaway. His disciplined approach and evolution of value investing have shaped generations of investors. Here’s how Buffett’s strategies changed over time and why his investment principles still resonate today.
Apr 28, 2025 | Zolio Market Commentary
Mediobanca’s proposed €6.3bn acquisition of Banca Generali shows why financial deals are never just about price tags. Behind the scenes, political complexities, regulatory challenges, and shareholder dynamics can decide whether deals succeed or stumble.
Apr 22, 2025 | Zolio Market Commentary
Analysts are weighing two big stories about tariffs: whether they’ll push money away from the US or hurt global growth overall. Here’s how they build models to understand both scenarios.
Apr 14, 2025 | Zolio Market Commentary
When tariffs hit, they don’t just raise prices—they make cash flow predictions fuzzier. Analysts turn to NPV models and economic signals to bring clarity to uncertain markets.
Mar 31, 2025 | Zolio Market Commentary
Avoiding value destruction is critical for fund managers. Discover how analysts use macroeconomic forecasting, value investing, and market reflexivity to protect investors’ money.
Mar 24, 2025 | Zolio Market Commentary
Investors are increasingly favoring short-term US government bonds as interest rates stay elevated and corporate defaults decline. Learn how financial analysts dissect these trends and the tools they use to navigate uncertain markets.