#8 Implications of Inequality for Economic Development
Find out what our experts think.
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4 min
Jorge Silveira Botelho | BBVA AM
The New World Order: Investment, inequality and a changing future
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
What does Gross National Income say about the sustainability of growth?
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.
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3 min
Mário Pires | Schroders
The implications of inequality for economic development
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
Economic inequality and its effects on development
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.
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3 min
Ana Carrisso | Fidelity
Nations facing the mirror of inequality: what the data says and why it matters.
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
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3 min
Mário Pires | Schroders
Consumption, savings and investment: plan and multiply
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.
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3 min
André Themudo | BlackRock
GDP per capita: concept, calculation and limitations
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.
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3 min
Ana Carrisso | Fidelity
Gini, Lorenz and economic equality
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.
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5 min
Luís Sancho | BBVA AM
Where is the world headed? A detailed analysis of the economic projections for 2026.
December 2025
A conversation with Luís Sancho about economic projections for next year. -
3 min
Funds People
VIX: The fear index. What is it and how do you use it?
December 2025
The VIX index measures market expectations regarding future volatility. It thus offers a snapshot of market uncertainty. We explain its origin, its usefulness, and how it is calculated.
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3 min
Mário Pires | Schroders
Resilient portfolios for a volatile 2026
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.
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5 min
André Themudo | BlackRock
What to expect from the markets in 2026?
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?
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5 min
Ana Carrisso | Fidelity
Europe, USA and China: outlook for 2026
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
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3 min
Mário Pires | Schroders
What does premium mean?
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.
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3 min
André Themudo | BlackRock
Exchange rate dynamics and their impact on economic decisions.
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.
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3 min
Ana Carrisso | Fidelity
Adrenaline: The feeling that tightens our stomach.
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.
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5 min
Luís Sancho | BBVA AM
The New Global Economic Order: How Trump, China, and Artificial Intelligence are Shaping the 2026 'Goldilocks'
December 2025
Trump's agenda replaced 'old alliances' with unbalanced bilateral relations, forcing a surprising pragmatic adaptation of the global economy. In this article, Luís Sancho analyzes how the world minimized the shock of tariffs, projects the impact of AI on the US labor market, and anticipates a 'Goldilocks' scenario (moderate growth and contained inflation) for 2026.
#6 The main asset classes and the outlook for the second half of the year.
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5 min
Luís Sancho | BBVA AM
What are the benefits of diversification in 2025?
June 2025
Talking to Luís Sancho about the benefits of diversification for 2025. -
3 min
Funds People
Bonds: What are they and what forms can they take?
June 2025
The world of bonds is very vast, almost infinite, and they can even be categorized according to the maturity of the interest.
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3 min
Mário Pires | Schroders
What does the second half of 2025 have in store for us?
June 2025
The last few months have been marked by uncertainty, with unusual decisions and setbacks in US trade policies. So only a crystal ball could help us guess what's in store for the second half of the year.
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5 min
André Themudo | BlackRock
Outlook for the second half of 2025: what can we expect?
June 2025
The current context challenges traditional investment models and raises strategic questions for global markets. One of the most important is: What will be the future role of US Treasury bonds in portfolios?
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7 min
Ana Carrisso | Fidelity
Europe, USA and China: what could happen in the second half of 2025
June 2025
Find out, with Ana Carriso, what could happen in the second half of the year.
Financial Education
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3 min
Mário Pires | Schroders
Bonds: what are they and how do they work?
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.
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3 min
André Themudo | BlackRock
Commodities: what they are, what categories exist and what are their impact
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.
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3 min
Ana Carrisso | Fidelity
What are shares for?
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.
Financial Education
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3 min
Mário Pires | Schroders
Data Centers: the pillar of technological disruption
April 2025
Making a payment with MB Way or watching an episode of your favorite series on a streaming platform are examples of operations processed by data centers, which have now become standalone businesses, specialized in the long-term management of critical infrastructure essential to the functioning of society.
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4 min
André Themudo | BlackRock
Technological disruption and AI: shaping the global economy
April 2025
Large Language Models, decision trees, and natural language processing are some of the terms related to how AI works. Find out what they involve.
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3 min
Ana Carrisso | Fidelity
Blockchain and tokenization: what are they and what impact do they have on accelerating the economy and investment?
April 2025
Tokenization consists of converting an asset into small digital units, while blockchain technology functions as a decentralized and secure digital ledger. But what impact can they really have on the economy?
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6 min
Jorge Silveira Botelho | BBVA AM
What are the dynamics of Artificial Intelligence and Geopolitics?
April 2025
Artificial intelligence has proven to be a true revolution in knowledge. Discover its impact during the complex times we are living.