{"id":19378,"date":"2026-03-17T15:09:44","date_gmt":"2026-03-17T14:09:44","guid":{"rendered":"https:\/\/www.lemanikgroup.com\/?p=19378"},"modified":"2026-03-17T15:11:52","modified_gmt":"2026-03-17T14:11:52","slug":"scauri-lemanik-positive-outlook-for-gold-and-the-defence-sector","status":"publish","type":"post","link":"https:\/\/www.lemanikgroup.com\/it\/scauri-lemanik-positive-outlook-for-gold-and-the-defence-sector\/","title":{"rendered":"Scauri, Lemanik: outlook positivo su oro e settore difesa"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"19378\" class=\"elementor elementor-19378\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3683546f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3683546f\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-32b4888e\" data-id=\"32b4888e\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;avante_ext_is_scrollme&quot;:&quot;false&quot;,&quot;avante_ext_is_smoove&quot;:&quot;false&quot;,&quot;avante_ext_is_parallax_mouse&quot;:&quot;false&quot;,&quot;avante_ext_is_infinite&quot;:&quot;false&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-cec2d40 elementor-widget elementor-widget-text-editor\" data-id=\"cec2d40\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;avante_ext_is_scrollme&quot;:&quot;false&quot;,&quot;avante_ext_is_smoove&quot;:&quot;false&quot;,&quot;avante_ext_is_parallax_mouse&quot;:&quot;false&quot;,&quot;avante_ext_is_infinite&quot;:&quot;false&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"color: #020101;\"><span style=\"font-size: 22px; letter-spacing: 1px; word-spacing: 2.2px;\">\u201cConfermiamo una visione positiva sui mercati azionari, sostenuta da un contesto macroeconomico complessivamente favorevole e dal miglioramento dei fondamentali, trainati dalle politiche monetarie e fiscali\u201d, spiega Andrea Scauri, gestore del fondo azionario Lemanik High Growth, che \u00e8 stato il miglior fondo azionario Italia, per rendimento, nel 2025.<\/span><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cf6d73c elementor-widget elementor-widget-text-editor\" data-id=\"cf6d73c\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;avante_ext_is_scrollme&quot;:&quot;false&quot;,&quot;avante_ext_is_smoove&quot;:&quot;false&quot;,&quot;avante_ext_is_parallax_mouse&quot;:&quot;false&quot;,&quot;avante_ext_is_infinite&quot;:&quot;false&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-size: 22px; word-spacing: 0.1em;\">Questo \u00e8 quanto emerge dalla view di Andrea Scauri, gestore di fondi Lemanik, pubblicata su Investire nei Mega Trend. <a href=\"https:\/\/investireneimegatrend.substack.com\/p\/scauri-lemanik-outlook-positivo-su\"><span style=\"text-decoration: underline;\">https:\/\/urly.it\/3_x90<\/span><\/a><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6bc45ed elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6bc45ed\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-bf75abd\" data-id=\"bf75abd\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;avante_ext_is_scrollme&quot;:&quot;false&quot;,&quot;avante_ext_is_smoove&quot;:&quot;false&quot;,&quot;avante_ext_is_parallax_mouse&quot;:&quot;false&quot;,&quot;avante_ext_is_infinite&quot;:&quot;false&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8585fd3 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"8585fd3\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;avante_ext_is_scrollme&quot;:&quot;false&quot;,&quot;avante_ext_is_smoove&quot;:&quot;false&quot;,&quot;avante_ext_is_parallax_mouse&quot;:&quot;false&quot;,&quot;avante_ext_is_infinite&quot;:&quot;false&quot;}\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-44a5247 elementor-position-right elementor-vertical-align-top elementor-widget elementor-widget-image-box\" data-id=\"44a5247\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;avante_ext_is_scrollme&quot;:&quot;false&quot;,&quot;avante_ext_is_smoove&quot;:&quot;false&quot;,&quot;avante_ext_is_parallax_mouse&quot;:&quot;false&quot;,&quot;avante_ext_is_infinite&quot;:&quot;false&quot;}\" data-widget_type=\"image-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><figure class=\"elementor-image-box-img\"><a href=\"https:\/\/www.lemanikgroup.com\/it\/fund-manager\/andrea-scauri\/\" target=\"_blank\" tabindex=\"-1\"><img fetchpriority=\"high\" decoding=\"async\" width=\"300\" height=\"237\" src=\"https:\/\/www.lemanikgroup.com\/wp-content\/uploads\/2021\/08\/Scauri_ridotta-scaled-e1741958129509-300x237.jpg\" class=\"attachment-medium size-medium wp-image-15545\" alt=\"\" srcset=\"https:\/\/www.lemanikgroup.com\/wp-content\/uploads\/2021\/08\/Scauri_ridotta-scaled-e1741958129509-300x237.jpg 300w, https:\/\/www.lemanikgroup.com\/wp-content\/uploads\/2021\/08\/Scauri_ridotta-scaled-e1741958129509-1024x809.jpg 1024w, https:\/\/www.lemanikgroup.com\/wp-content\/uploads\/2021\/08\/Scauri_ridotta-scaled-e1741958129509-768x607.jpg 768w, https:\/\/www.lemanikgroup.com\/wp-content\/uploads\/2021\/08\/Scauri_ridotta-scaled-e1741958129509-1536x1214.jpg 1536w, https:\/\/www.lemanikgroup.com\/wp-content\/uploads\/2021\/08\/Scauri_ridotta-scaled-e1741958129509-440x348.jpg 440w, https:\/\/www.lemanikgroup.com\/wp-content\/uploads\/2021\/08\/Scauri_ridotta-scaled-e1741958129509-15x12.jpg 15w, https:\/\/www.lemanikgroup.com\/wp-content\/uploads\/2021\/08\/Scauri_ridotta-scaled-e1741958129509.jpg 1706w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/figure><div class=\"elementor-image-box-content\"><h3 class=\"elementor-image-box-title\"><a href=\"https:\/\/www.lemanikgroup.com\/it\/fund-manager\/andrea-scauri\/\" target=\"_blank\">Andrea Scauri<\/a><\/h3><p class=\"elementor-image-box-description\">Oltre 20 anni di esperienza nei mercati azionari, sviluppata sia all'interno di societ\u00e0 di asset management che presso primarie banche di investimento sia a livello nazionale che globale. In questi contesti, vissuti tra Milano e Londra prima di entrare in Lemanik Invest SA nel 2019, Andrea \u00e8 stato direttamente coinvolto nei processi di IPO di diverse Societ\u00e0.\nLa sua conoscenza approfondita di diversi settori economici, con un focus particolare sui settori Petrolio, Beni strumentali e Beni di consumo, unita alle sue spiccate capacit\u00e0 di analisi finanziaria, che lo hanno portato ad essere costantemente classificato tra i primi 10 analisti finanziari nel mercato italiano, rappresentano le componenti principali della sua attivit\u00e0 di stock picking.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ee2ab14 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ee2ab14\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ce42213\" data-id=\"ce42213\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;avante_ext_is_scrollme&quot;:&quot;false&quot;,&quot;avante_ext_is_smoove&quot;:&quot;false&quot;,&quot;avante_ext_is_parallax_mouse&quot;:&quot;false&quot;,&quot;avante_ext_is_infinite&quot;:&quot;false&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f700f99 elementor-widget elementor-widget-heading\" data-id=\"f700f99\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;avante_ext_is_scrollme&quot;:&quot;false&quot;,&quot;avante_ext_is_smoove&quot;:&quot;false&quot;,&quot;avante_ext_is_parallax_mouse&quot;:&quot;false&quot;,&quot;avante_ext_is_infinite&quot;:&quot;false&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><div><br><\/div><div>Share This Article<\/div><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-506bbbd elementor-align-right elementor-widget elementor-widget-button\" data-id=\"506bbbd\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;avante_ext_is_scrollme&quot;:&quot;false&quot;,&quot;avante_ext_is_smoove&quot;:&quot;false&quot;,&quot;avante_ext_is_parallax_mouse&quot;:&quot;false&quot;,&quot;avante_ext_is_infinite&quot;:&quot;false&quot;}\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-md\" href=\"https:\/\/www.lemanikgroup.com\/it\/fund-manager\/andrea-scauri\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Guarda il profilo di Andrea Scauri<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-784c95d elementor-share-buttons--view-icon elementor-share-buttons--shape-circle elementor-share-buttons--skin-gradient elementor-grid-0 elementor-share-buttons--color-official elementor-widget elementor-widget-share-buttons\" data-id=\"784c95d\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;avante_ext_is_scrollme&quot;:&quot;false&quot;,&quot;avante_ext_is_smoove&quot;:&quot;false&quot;,&quot;avante_ext_is_parallax_mouse&quot;:&quot;false&quot;,&quot;avante_ext_is_infinite&quot;:&quot;false&quot;}\" data-widget_type=\"share-buttons.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-grid\" role=\"list\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-grid-item\" role=\"listitem\">\n\t\t\t\t\t\t<div class=\"elementor-share-btn elementor-share-btn_facebook\" role=\"button\" tabindex=\"0\" aria-label=\"Condividi su facebook\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-share-btn__icon\">\n\t\t\t\t\t\t\t\t<i class=\"fab fa-facebook\" aria-hidden=\"true\"><\/i>\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-grid-item\" role=\"listitem\">\n\t\t\t\t\t\t<div class=\"elementor-share-btn elementor-share-btn_twitter\" role=\"button\" tabindex=\"0\" aria-label=\"Condividi su twitter\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-share-btn__icon\">\n\t\t\t\t\t\t\t\t<i class=\"fab fa-twitter\" aria-hidden=\"true\"><\/i>\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-grid-item\" role=\"listitem\">\n\t\t\t\t\t\t<div class=\"elementor-share-btn elementor-share-btn_linkedin\" role=\"button\" tabindex=\"0\" aria-label=\"Condividi su linkedin\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-share-btn__icon\">\n\t\t\t\t\t\t\t\t<i class=\"fab fa-linkedin\" aria-hidden=\"true\"><\/i>\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<div class=\"pdfprnt-buttons pdfprnt-buttons-post pdfprnt-bottom-left\"><a href=\"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/posts\/19378?print=pdf\" class=\"pdfprnt-button pdfprnt-button-pdf\" target=\"_blank\" ><img decoding=\"async\" src=\"https:\/\/www.lemanikgroup.com\/wp-content\/plugins\/pdf-print\/images\/pdf.png\" alt=\"image_pdf\" title=\"Visualizza PDF\" \/><\/a><\/div>","protected":false},"excerpt":{"rendered":"<p>\u201cWe maintain a positive outlook on the equity markets, underpinned by a generally favourable macroeconomic environment and improving fundamentals, driven [&hellip;]<\/p>\n","protected":false},"author":17,"featured_media":19380,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83],"tags":[],"class_list":["post-19378","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-lemanik-insight"],"_links":{"self":[{"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/posts\/19378","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/comments?post=19378"}],"version-history":[{"count":5,"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/posts\/19378\/revisions"}],"predecessor-version":[{"id":19384,"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/posts\/19378\/revisions\/19384"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/media\/19380"}],"wp:attachment":[{"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/media?parent=19378"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/categories?post=19378"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/tags?post=19378"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}