Analysis

Specialised information directed at those who want to keep informed about investment trends, with the recommendations of the Banco Carregosa team.

Quarterly Outlook | Summer Outlook

3rd Quarter

Opportunities seem to outweigh threats on the current economic horizon. The recent market rallies, driven by artificial intelligence (AI)-related companies, reveal a context where market downturns are seen as opportunities to strengthen positions and sustain a climate of investor optimism, in a virtuous cycle that in some cases challenges the fundamentals of companies. The behaviour of the stock market is becoming more and more dependent on the performance of this select group of companies rather than on the general macro-economic and financial conditions.

Summer 2024 Outlook videos

Quarterly Outlook 2024

Annual Outlook 2024

Quarterly Outlook 2023

Quarterly Outlook 2022

Quarterly Outlook 2021

Quarterly Outlook 2020

See the pdf here.

 

 

Assista ao vídeos:

 

Perspetivas Globais Mercados Financeiros | Outlook Primavera 2024
Mário Carvalho Fernandes, Chief Investment Officer do Banco Carregosa

Perspetivas Macroeconómicas | Outlook Primavera 2024
Paulo Rosa, Economista Sénior do Banco Carregosa

Perspetivas Mercados Obrigacionistas | Outlook Primavera 2024
Filipe Silva, Diretor de Investimentos do Banco Carregosa

Perspetivas Mercados Acionistas | Outlook Primavera 2024
Miguel Ricon Ferraz, Analista Financeiro do Banco Carregosa

Perspetivas Investimentos Alternativos | Outlook Primavera 2024
Miguel Ricon Ferraz, Analista Financeiro do Banco Carregosa

See the pdf here.

 

 

Assista ao vídeos:

 

Perspetivas Globais Mercados Financeiros | Outlook Inverno 2024
Mário Carvalho Fernandes, Chief Investment Officer do Banco Carregosa

Perspetivas Macroeconómicas | Outlook Inverno 2024
Paulo Rosa, Economista Sénior do Banco Carregosa

Perspetivas Mercados Obrigacionistas | Outlook Inverno 2024
Filipe Silva, Diretor de Investimentos do Banco Carregosa

Perspetivas Mercados Acionistas | Outlook Inverno 2024
Rina Guerra, Equity Portfolio Manager do Banco Carregosa

Perspetivas Investimentos Alternativos | Outlook Inverno 2024
Miguel Ricon Ferraz, Analista Financeiro do Banco Carregosa

Bulletins

Daily

A report with our selection of the main indicators and events worth highlighting in the early morning. The main national and international news that marked the period, schedules for submission of results, and charts to better understand latest market and economic dynamics.

Weekly

Weekly Informative Report commented by the Investment Department of Banco Carregosa on a selection of the main indicators and events highlighted the previous week.

GoBulling Daily Report 

End-of-day report with daily, weekly and year-to-date changes in the main stock market indices. It includes major stock market changes; a calendar of the main market events; the sectors that were in the spotlight, the evolution of commodity prices, major currencies and interest rates.

Expert Recommendations

So you can always count on the latest "target prices" of listed companies on the national market.

Autochartist

A solution that enables the automatic analysis of emerging charts and patterns, helping investors forecast the most likely outcomes of market events. Available on GoBulling Pro.

Calendars

Stock Exchange Calendars

Calendar detailing world holidays impacting the financial markets. Monitor public holidays daily with the GoBulling calendar. Use our images as your wallpaper.

Results Calendars

Calendar of results of the main world financial listed companies.

Dividends Calendars

Calendar showing the dates and estimated dividends of the main listed companies in the worlds leading financial markets.

More Insights