Director, Research
Piergiacomo Braganti è Director of Research presso Wisdomtree. Ha maturato oltre vent’anni d’esperienza nel settore dei servizi finanziari. Prima di entrare in WisdomTree ha ricoperto l’incarico di Head of Discretionary Portfolio Management in Banca Albertini Spa a Milano. In precedenza ha lavorato in Rasbank Spa (oggi AllianzBank Financial Advisors) come Head of Equity Research e Head of Equity Desk. Braganti ha conseguito una Laurea in Economia dei mercati finanziari presso l’Università Bocconi di Milano. E’ anche membro certificato dell’Aiaf (Associazione italiana per l’analisi finanziaria).
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I Magnifici 7 (Mag7) continuano a dominare il mercato azionario statunitense, trainati da utili consistenti, margini elevati e leadership in megatrend come l'IA. Sebbene le valutazioni siano elevate, sono sostenute da fondamentali solidi. La strategia US Quality Growth di WisdomTree offre un'esposizione disciplinata ai Mag7, diversificando sistematicamente attraverso altri leader che offrono crescita e alta qualità per garantire resilienza a lungo termine.
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Softer jobs data is shaping up to be the key driver for a September rate cut Bank of England cuts interest rates but loosening cycle will be gradual and shallow Last week was crucial for 3 of the...
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The tax on banks’ extra-profits, which was discussed in the spring and then seemed to have been shelved, has bluntly returned, amid a holiday atmosphere. The world of Italian banks is in turmoil, but...
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