Hugo Angelo Lucien Manenti
Hugo Angelo Lucien Manenti @hugomanenti95

Performanță
Toate

8.72%2026
2026
10.63%2025
2025
5.17%2024
2024
47.16%2023
2023
-34.13%2022
2022
20.16%2021
2021
90.74%2020
2020
90.7%0%-90.7%
Discuții
Hugo Angelo Lucien Manenti
Portugalia
5z
Hi everyone, Unfortunate but not unexpected… Donald Trump is doing his best to disrupt our otherwise strong start to the year, trying to blackmail the EU into ceding Greenland. Today, I will walk through the implications of this latest spat — what might happen, and what it might mean for your portfolio.... Arată alte Traducere
Hugo Angelo Lucien Manenti
Portugalia
24z
Editat
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟱 Dear all, December closed the year in a relatively calm fashion, with few surprises but little additional clarity. Incoming data pointed to a cooling labour market and subdued inflation, while policy remained supportive. Markets held up well,... Arată alte Traducere
Hugo Angelo Lucien Manenti
Portugalia
2l
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 – 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟱 Dear all, November was a clear continuation of the trends already visible in October. While the macro environment remains broadly supportive for markets, the same late-cycle dynamics persist: consumer strain, mixed labour data, policy uncertainty,... Arată alte Traducere
Hugo Angelo Lucien Manenti
Portugalia
3l
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟬𝟮𝟱 Dear all, October was a bit of a lull, the government shutdown delayed some key data, limiting visibility just as macro tensions were rising. Markets continued to grind higher, but several dynamics suggest we may be close to entering a more complex... Arată alte Traducere
Hugo Angelo Lucien Manenti
Portugalia
4l
Dear all, September was a curious month. While real-time data showed strain (rising inflation, weaker confidence, job market softness), forward-looking data looks promising, largely thanks to favourable monetary and fiscal policies. Markets continued to hold up at the index level, driven by the most... Arată alte Traducere
Hugo Angelo Lucien Manenti
Portugalia
5l
Editat
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗔𝘂𝗴𝘂𝘀𝘁 𝟮𝟬𝟮𝟱 Dear all, August delivered a complex mix of signals. Real-time data showed stagflationary pressures - sticky core inflation and slowing job growth - while leading indicators hinted at a reacceleration in industrial activity and broader economic momentum.... Arată alte Traducere
Hugo Angelo Lucien Manenti
Portugalia
6l
𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗝𝘂𝗹𝘆 𝟭𝟴, 𝟮𝟬𝟮𝟱 Dear all, Another volatile week: Powell under fire, tariff diplomacy shifts gears, and yet the $SPX500 notched new all-time highs. Confusing? Not if you follow our broader playbook. Let’s break it down 👇 𝗜. 𝗠𝗮𝗰𝗿𝗼 & 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝗰𝗮𝗽 🔹... Arată alte Traducere
Hugo Angelo Lucien Manenti
Portugalia
7l
📅 𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗝𝘂𝗹𝘆 𝟭𝟭, 𝟮𝟬𝟮𝟱 Dear all, A short summary this week. While our portfolio continues to power ahead, supported by a clear reflationary environment, headlines are starting to give cause for concern. Unfortunately, tariffs are back... Here's the debrief 👇 𝗜.... Arată alte Traducere
Hugo Angelo Lucien Manenti
Portugalia
7l
Editat
𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗝𝘂𝗹𝘆 𝟳, 𝟮𝟬𝟮𝟱 Dear all, Given the lack of significant developments in the prior week, I decided to skip it and only write a post for the last two weeks. Peace negotiations, progress on trade, and a dovish drift from the Fed => positive headlines continue to support... Arată alte Traducere
Hugo Angelo Lucien Manenti
Portugalia
7l
Editat
𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝗝𝘂𝗻𝗲 𝟮𝟬, 𝟮𝟬𝟮𝟱 Dear all, A week marked by the FOMC meeting and geopolitical flare-ups in the Middle East. Stocks bouncing around, consolidating. Here's the weekly debrief 👇 𝗜. 𝗠𝗮𝗰𝗿𝗼 & 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝗰𝗮𝗽 🔹 𝗙𝗘𝗗 𝗼𝗻 𝗵𝗼𝗹𝗱: The Fed kept... Arată alte Traducere

Despre Hugo Angelo Lucien Manenti
Portugalia
Strategia: Valoare

Long-term equity investor. Value oriented. Deep fundamental analysis with macro overlay.
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