The Price of Perfection
A look at the Federal Reserve’s recent decision on interest rates and the expectations that the market appears to be pricing in.
Insight Type: Market commentary
Is Past Performance a Guarantee of Future Results?
Cash is king. This is a phrase that we have been hearing in the media for a while, especially given the currently high level of short-term interest rates. As a result, many investors have chosen to exit the markets and increase their allocations to cash in their portfolios. But is cash really king?
Did Consumers Bite More Than They Can Chew This Thanksgiving Season?
A look back at some interesting spending patterns over the Thanksgiving weekend and Cyber Monday.
Argentina: Ideas on How to Tango to the Beat of a New Administration.
After the historical win by Javier Milei, we thought we would present you with what we believe are some of the best alternatives in fixed income and equities to gain exposure to the Argentinian markets.
A Look Back at the Ideas Presented at Insigneo’s Regional Conference Equity Markets Panel
A bias to quality, a focus on relative valuation discrepancies, and a long-term investment perspective were some of the ideas echoed by the members of the panel.
Cutting Through the Noise and Riding Out the Storm
Some say that being an equity market strategist is like being a meteorologist. There is truth in that both roles involve some level of forecasting; however, the timeframes for these forecasts can be vastly different.
'- Latam outlook
- Analyzing Latin America’s Two Largest Equity Markets: The Impact of Interest Rate Cuts in Brazil and Government Intervention in Mexico
- Analyzing Latin America’s Two Largest Equity Markets: The Impact of Interest Rate Cuts in Brazil and Government Intervention in Mexico
The more things change, the more they stay the same
‣ Is this time really different?
‣ Timing the next US recession
‣ Market implications
‣ こんにちは (Kon’nichiwa), Japan!
‣ China’s Taiwan problem is structural, not cyclical
‣ Looking ahead to the seminal US 2024 election
‣ Gauging AI’s economic and market impact
Higher for Longer
The latest move by the Federal Reserve and our thoughts on how to navigate the ensuing market environment.
“México Lindo y Querido”: Our Views on the Mexican Economy and Markets
Many of us may have heard of the song “México Lindo y Querido,” best performed by Jorge Negrete, loosely translating to “Beautiful and Beloved Mexico.” Its citizens have long held this view of their beautiful country, and lately, regional investors have been doing the same.
A Tale of Love and Hate: Nvidia and Disney
Conviction is key to any investment decision. But this conviction must be based on research and data, not feelings. Let’s look at two stocks, one that is loved and one that investors love to hate.
Oil and some ideas on how to invest in this industry
There is a seemingly endless number of variables that can affect the price of oil, but at the end of the day, the vast majority of these come down to supply and demand dynamics.