{"id":21412,"date":"2024-07-04T07:04:13","date_gmt":"2024-07-04T07:04:13","guid":{"rendered":"https:\/\/www.algebris.com\/?p=21412"},"modified":"2025-02-06T12:20:35","modified_gmt":"2025-02-06T12:20:35","slug":"mid-year-updates-2024-equity-tematiche-per-il-futuro","status":"publish","type":"post","link":"https:\/\/www.algebris.com\/it\/podcast-it\/mid-year-updates-2024-equity-tematiche-per-il-futuro\/","title":{"rendered":"Mid-Year Updates 2024 | Equity: tematiche per il futuro."},"content":{"rendered":"\n<p>Digitalizzazione, elettrificazione e urbanizzazione: questi i trend spinti da una forte innovazione che stanno aiutando le aziende ad avere una buona stabilit\u00e0 degli utili, in un momento di buone performance del mercato azionario globale che, anche nella seconda parte dell&#8217;anno e nel medio-lungo termine, pu\u00f2 ancora offrire buone opportunit\u00e0.<\/p>\n\n\n\n<p>Soprattutto il mercato USA, osservato speciale per le elezioni presidenziali, vedr\u00e0 il <em>reshoring <\/em>come driver della propria crescita industriale, grazie alla forte spinta alla spesa infrastrutturale, all&#8217;elettrificazione e all&#8217;evoluzione dell&#8217;intelligenza artificiale.<\/p>\n\n\n\n<p><strong>Simone Ragazzi<\/strong>, Portfolio Manager di Algebris Investments, discute in questo video del mercato azionario globale e relative interessanti opportunit\u00e0.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"\ud83c\uddee\ud83c\uddf9 Mid-Year Updates 2024 | Equity: tematiche per il futuro\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/Fl5aK8102v8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Digitalizzazione, elettrificazione e urbanizzazione: questi i trend spinti da una forte innovazione che stanno aiutando le aziende ad avere una buona stabilit\u00e0 degli utili, in un momento di buone performance del mercato azionario globale che, anche nella seconda parte dell&#8217;anno e nel medio-lungo termine, pu\u00f2 ancora offrire buone opportunit\u00e0. Soprattutto il mercato USA, osservato speciale [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":23537,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[130,124],"tags":[],"asset-class":[223],"algebris-themes":[236],"class_list":["post-21412","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-views-it","category-podcast-it","asset-class-equity-it","algebris-themes-global-equity-it"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Mid-Year Updates 2024 | Equity: tematiche per il futuro. - Algebris Investments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.algebris.com\/it\/podcast-it\/mid-year-updates-2024-equity-tematiche-per-il-futuro\/\" \/>\n<meta property=\"og:locale\" content=\"it_IT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Mid-Year Updates 2024 | Equity: tematiche per il futuro. - Algebris Investments\" \/>\n<meta property=\"og:description\" content=\"Digitalizzazione, elettrificazione e urbanizzazione: questi i trend spinti da una forte innovazione che stanno aiutando le aziende ad avere una buona stabilit\u00e0 degli utili, in un momento di buone performance del mercato azionario globale che, anche nella seconda parte dell&#8217;anno e nel medio-lungo termine, pu\u00f2 ancora offrire buone opportunit\u00e0. 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