Logo of the KNOW NOW newsletter, composed of the letters of the word itself, and with reference to Financial Education, a BBVA and Funds People partnership. Logo of the KNOW NOW newsletter, composed of the letters of the word itself, and with reference to Financial Education, a BBVA and Funds People partnership.

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A more balanced distribution of income acts as a catalyst for dynamic consumption and the strengthening of human capital in nations. By optimizing well-being metrics and promoting sustainable investment, we create the ideal conditions for more robust and resilient economic growth. Understanding these dynamics is fundamental to transforming development potential into real prosperity for all sectors of society.

Find out what our experts think.

  • 4 min

    Jorge Silveira Botelho | BBVA AM

    February 2026

    More than looking at geopolitics, the secret lies in understanding what is happening in the real economy. It is precisely in this scenario of greater uncertainty and scarcity of capital that diversification becomes your best defense. Looking at these signs helps us find the safest ways to invest wisely and intelligently in this new reality.

  • 2 min

    Funds People

    February 2026

    GNI is often considered a more accurate measure than GDP for certain countries, as it incorporates global economic interactions. While GDP measures production within a country's borders, GNI more directly reflects the income actually available to its residents.

  • 3 min

    Mário Pires | Schroders

    February 2026

    Economic inequality is now one of the central themes in the debate on growth and sustainability. In this video, Mário Pires explains how the distribution of income, wealth and opportunities profoundly affects productivity, economic stability, and social cohesion.

  • 5 min

    André Themudo | BlackRock

    February 2026

    Economic inequality is one of the main challenges facing contemporary economies, reflecting how income, wealth, and access to opportunities are distributed in society and influencing economic and social development.

  • 3 min

    Ana Carrisso | Fidelity

    February 2026

    Economic inequality continues to dominate public and political debate, but understanding the data behind the numbers is essential to grasping its true impact on societies.

Financial Education

  • 3 min

    Mário Pires | Schroders

    February 2026

    Managing income goes beyond simply meeting immediate needs. Proper financial planning allows you to prepare for medium- and long-term goals, protecting the value of your savings over time.

  • 3 min

    André Themudo | BlackRock

    February 2026

    As an aggregate measure, GDP provides information about the size of the economy. Expressing it per capita allows for a more in-depth analysis, offering an approximation of the average level of production and income per inhabitant.

  • 3 min

    Ana Carrisso | Fidelity

    February 2026

    Like a rollercoaster, volatility manifests itself when abrupt rises and falls occur in a short period of time. Although it may seem negative at first glance, it doesn't have to be: Volatility also creates opportunities.

#7 What to expect from the economy and markets in 2026?

With the financial world constantly evolving, anticipating economic and market trends for 2026 is crucial to optimizing your financial strategy.

Discover the outlook for 2026, according to our experts.

  • 3 min

    Mário Pires | Schroders

    December 2025

    In this new era marked by slow growth and persistent inflation, creating diversified and resilient portfolios requires a new approach. Discover the three fundamental principles for investing in 2026.

  • 5 min

    André Themudo | BlackRock

    December 2025

    In a more fragmented world, 2026 will be a test of the adaptability of governments and investors in the face of a new economic regime in formation. So what are the most effective strategies for navigating uncertainty?

  • 5 min

    Ana Carrisso | Fidelity

    December 2025

    The global economic framework for 2026 appears to be a continuation of the current geopolitical fragmentation and divergence in monetary and fiscal policies. Ana Carrisso presents the outlook for the main economic areas.

Financial Education

  • 3 min

    Mário Pires | Schroders

    December 2025

    A premium can represent opportunity, but it also signifies risk. Understanding the meaning of different types of premiums helps to evaluate this relationship, improving the potential return on investment.

  • 3 min

    André Themudo | BlackRock

    December 2025

    The exchange rate is one of the most important economic indicators, with a direct impact on prices, investments, international trade, and the competitiveness of companies. Discover more about the different exchange rate regimes that each country can adopt.

  • 3 min

    Ana Carrisso | Fidelity

    December 2025

    Like a rollercoaster, volatility manifests itself when abrupt rises and falls occur in a short period of time. Although it may seem negative at first glance, it doesn't have to be: Volatility also creates opportunities.

#6 The main asset classes and the outlook for the second half of the year.

Despite the uncertainty that continues to mark global markets, new opportunities are also emerging. In this issue we explore topics with strategic potential, such as artificial intelligence, bonds, commodities and the importance of diversification when building solid portfolios that are prepared for the future. Find out what our experts think.

Financial Education

  • 3 min

    Mário Pires | Schroders

    June 2025

    Anyone who pays attention to financial issues has certainly heard of bonds. In short, a bond is essentially a loan. Whoever buys it is lending money to an entity for an agreed period. Learn more about this asset class.

  • 3 min

    André Themudo | BlackRock

    June 2025

    In financial terms, commodities function as investment instruments. Understanding them is essential for effective diversification and risk management strategies, also influencing exchange rates, final prices and macroeconomic decisions.

  • 3 min

    Ana Carrisso | Fidelity

    June 2025

    Almost every day we hear about the stock market: how much the shares are worth, whether they have fallen or risen in line with current events. However, one thing is what is familiar to us and another is understanding how the capital market works.

#5 The impact that technological disruption and Artificial Intelligence (AI) have on economic activity

Technological disruption and artificial intelligence (AI) are playing an increasingly important role in the global economy, with several sectors already experiencing significant gains in autonomy. However, and as with any new development, there are challenges to overcome.

Find out what the challenges may be and what our experts think about the topic.

Financial Education

#4 2025: What to expect from geopolitics and markets?

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  • 4 min

    Luís Sancho | BBVA AM

    January 2025

    Luis Sancho reflects on the outlook for the financial market in 2025.

  • 3 min

    Funds People

    January 2025

    The Economic Policy Uncertainty Index is based on three components: the search results index of 10 major American newspapers; the Congressional Budget Office reports; and the Survey of Professional Forecasters of the Federal Reserve Bank of Philadelphia.

Financial Education

#3 Savings

Savings have an increasingly important role in our daily lives. With the average life expectancy increasing every day, it is essential to save for the future, whether before or after retirement.

Discover our experts' opinions on this topic.

  • 4 min

    Mário Pires | Schroders

    November 2024

    Saving can, and should, be more than creating a reserve and keeping money idle. Increasing the value of savings should be one of the main objectives. How to do this? Not putting all your eggs in one basket.

  • 3 min

    André Themudo | BlackRock

    November 2024

    Current demographic trends jeopardize the ability of public pension systems to allow people to live a comfortable retirement. But capital markets can be the perfect tool and ally to mitigate this impact.

  • 4 min

    Ana Carrisso | Fidelity

    November 2024

    Discover Ana Carrisso's perspective on savings and how they can change your day-to-day life.

Financial Education

#2 Inflation and disinflation

Inflation and disinflation play key roles in a country's economy, influencing various aspects such as purchasing power, interest rates, investments and consumer confidence.

Managing these variables is one of the main functions of central banks and economic authorities, making the balance between inflation and disinflation is crucial.

Find out what our experts think about this topic

Financial Education

#1 Monetary policy and interest rates

Monetary policy and the interest rates set by central banks play a crucial role in a country's economy.

It is important to understand how interest rate decisions are made and what the impact is on the economy and the financial markets, so that you can make informed decisions.

BBVA, in partnership with FundsPeople, shares with you the opinion of some experts on this matter.

Financial Education