Market news
See what is happening in the financial markets and our latest news
For Obvious Reasons
Global growth is firming; the U.S. remains the marginal leader: A broader pickup in investment and productivity supports a constructive global cycle. Within that, continued U.S. ou...
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21/01/2026
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We believe wealth management is a human discipline
Wealth management is not a product or volume business, but a human discipline grounded in judgment and responsibility. Sustainable excellence comes from aligned teams, long-term th...
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23/12/2025
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What really makes experienced private bankers decide to move?
Experienced private bankers do not change platforms for a few extra basis points, but because control and alignment gradually erode. Internal friction, rather than compensation alo...
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22/12/2025
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Aiming for the stars: how AI could redefine the macroeconomic regime and the natural interest rate R*
Artificial intelligence has become the dominant force in stock markets. While it’s still too early to gauge the true scope of its applications—and even further to predict the techn...
24/11/2025
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How ETFs are redefining portfolio construction
Fernando de Frutos, chief investment officer at Boreal Capital Management, explains how ETFs are now an important part of a portfolio and how they are redefining portfolio construc...
14/11/2025
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Citywire recognizes Boreal Capital Management with the highest honor at the 2025 International Wealth Management Awards
Citywire presents the International Wealth Management Firm of the Year award to the institution that, from a client perspective, delivers the most outstanding experience and outcom...
11/11/2025
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AI: Bubble or Volcano?
AI and Market Psychology: The rise of AI-driven investing is reshaping market expectations, although valuations outside of large tech companies remain surprisingly disciplined. Inv...
17/10/2025
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“In 4 words with Ernesto Tóth”
We discuss the most relevant market topics, because understanding what’s happening is key to making good decisions. This time, we analyze tariffs, gold, equities in China, and arti...
16/10/2025
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The role of technology in the evolution of wealth management
From Boreal Capital Management and the MoraBanc Group, we share an article by Joaquin Frances, CEO of Boreal Capital Management in Miami, published in Funds Society, on how technol...
15/10/2025
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Selecting the right Custodian Bank: Service, Transparency, and Trust
From Boreal Capital Management Zurich, we are sharing our CEO Jaime Moreno’s article, published in Citywire Switzerland, where he reflects on the key factors in choosing a custodia...
14/10/2025
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