News & Analysis | Renalco

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Image: Beyond the AI noise: overweight EM equities

Beyond the AI noise: overweight EM equities

16 Feb 2026 227

Amid continued weakness in US large caps and sharp rotations both across and within sectors driven by the AI scare trade, several positive signals are being overlooked by markets: Earnings season remains strong in the US (but weak in...

Image: Au-delà du bruit autour de l’IA : surpondérer les actions des marchés émergents

Au-delà du bruit autour de l’IA : surpondérer les actions des marchés émergents

16 Feb 2026 206

Dans un contexte de faiblesse persistante des grandes capitalisations américaines et de fortes rotations, tant entre les secteurs qu’au sein de ceux-ci, alimentées par le « AI scare trade », plusieurs...

Image: Piyasalar sertleşirken, YZ'nın kazanan ve kaybedenleri

Piyasalar sertleşirken, YZ'nın kazanan ve kaybedenleri

9 Feb 2026 115

Piyasa hareketleri yoğun şekilde devam ediyor; ABD ile İran arasındaki süregelen görüşmelerin gölgesinde, teknoloji, değerli metaller, kripto paralar ve enerji tarafında artan volatilite söz konusu. Makro...

Image: When markets play hardball: AI winners and losers

When markets play hardball: AI winners and losers

9 Feb 2026 346

Market moves continue to be intense, with heightened volatility in technology, precious metals, cryptocurrencies, and energy, amid ongoing talks between the US and Iran. On the macro front, last week’s data on job openings continued...

Image: Quand les marchés durcissent le ton : gagnants et perdants de l’IA

Quand les marchés durcissent le ton : gagnants et perdants de l’IA

9 Feb 2026 165

Les mouvements de marché restent intenses, avec une volatilité accrue dans la technologie, les métaux précieux, les cryptomonnaies et l’énergie, sur fond de discussions en cours entre les...

Image: Avrupa'nın büyüme direnci ve küçük ölçekli şirketler

Avrupa'nın büyüme direnci ve küçük ölçekli şirketler

2 Feb 2026 186

Avrupa’nın beklentilerin üzerinde seyreden makro görünümüne ve bunun küçük ölçekli şirketler (small caps) açısından önemine girmeden önce, uzun süredir...

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