We expect flows to mid-caps, thanks to individual savings plans

March 08 2017
After a complicated start, the Italian stock exchange has regained lost ground and is now back in line with the prices seen at the start of the year: +0.75%. The macro scenario - with high debt and an uncertain political situation - does not make buying Italian very desirable. But if you focus on micro aspects, you’ll find that Borsa Italiana is a treasure trove of interesting names.

Kairos twice winner to MondoAlternative Awards 2017

Kairos twice winner to MondoAlternative Awards 2017
February 27 2017
This year as well, the fourteenth edition of MondoAlternative Awards 2017 recognized the excellence in the Alternative’s world and Kairos entered the charts with two products of the Group.

Investors Prefer Home Turf

Investors Prefer Home Turf
February 02 2017
The Wall Street Journal deals with the theme of preferences of investors to focus on markets closer to them and better known. According to this opinion Paolo Basilico, Founder and CEO of Kairos, explains the potential of the Italian market.

Momentary volatility with room for recovery

February 01 2017
It’s news to no one that politics affect the BTP/Bund spread, as we’ve seen in the past few weeks with the debate about whether early elections will be held: the spread rose to 184 bp, levels last seen in summer 2014. The current news from Greece, which isn’t very reassuring, has certainly not calmed concerns.

I expect a bright start to the year

January 11 2017
While the year-end stocktaking was dismal for the Milan stock exchange (-10.2%), 2017 got off to a positive start with medium-term prospects for the rate curve on the rise, benefiting cyclical stocks and potentially reviving the financial sector a little as well.

Alpha, in addition to beta, will be making a return in 2017

December 28 2016
In 2016 we saw very strong correlations between all asset classes and a series of geopolitical events with unexpected outcomes. A market in which beta is the only major factor inevitably makes life more difficult for all those for whom active management is a distinctive trait because in such cases fundamental analysis may even be misleading at times.

Italy shows encouraging signs

December 14 2016
We are nearing the end of a year in which Italy was penalized by a general lack of confidence in domestic assets. Despite the recovery seen in the past two weeks, the Milan stock exchange has lost 12% since the start of the year, ten points more than the Eurostoxx50’s disappointing -1.35%.

Kairos on the podium again

Kairos nuovamente sul podio
November 25 2016
The accolades for Kairos continue. Once again this year, during the fifteenth edition of the London awards, Hedge Funds Review magazine awarded a prize to the multi-manager management team: an international success that confirms the Group's expertise in the fund of hedge funds business.

Our top choice on the Milan stock exchange? Industrials, with global exposure

October 05 2016
The capital increases of certain Italian banks, including large banks, will soon be put to the test. If Italy’s constitutional referendum on 4 December passes, it could smooth the way for these increases, whereas a potential “no” vote might complicate matters by fueling political instability.

KIS KEY: fourth place for Citywire

KIS KEY: fiore all’occhiello dell’offerta Kairos
August 10 2016
It has been recently announced that the renowned rating agency Citywire has awarded Kairos manager Vittorio Villa a rating of AAA. Vittorio manages Kairos International Sicav KEY, which ranked fourth out of 128 in the Citywire Alternative UCITS - 36 months Long/Short Equity category.