The Importance of Maintaining a Long-Term Perspective
Maintaining a long-term perspective and staying the course are paramount to achieving our long-term investment goals.
Insight Type: Market commentary
Stocks in Focus: Petrobras (PBR) and Mercado Libre (MELI)
As earnings season winds down, we thought it might be helpful to convey our thoughts on some stocks that are of interest to many
of our clients. Below we explore Petrobras (PBR) and Mercado Libre (MELI) in more detail.
The IMF’s WEO Update - some improvement, but challenges remain.
As is customary, at the end of July, the IMF published its update to the World Economic Outlook, which surprisingly portrayed a rosier outlook than previously expected, but still retained a tone of caution. Let us revise the main points of the report, the changes to its growth forecast...
Quarterly Earnings: Half Time Report
We will see what the second half of earnings season brings, but as of now, the market is defying Wall Street’s prediction of a meaningful earnings contraction.
Macro & Market Update
Private Investments: Panacea?
Investing in AI: Beyond MSFT, NVDA, and GOOGL
Our Views on the US Equity Markets and How to Approach Them.
Barring any meaningful changes in the data, we continue to remain cautious on the US equity markets. As a result, we believe that prudency could prove to be the right strategy in the end.
Latam: a shining star on the horizon?
For a while, several market participants have been considering Latam as an attractive investment opportunity for 2023, even if its political backdrop would have suggested otherwise and would have made it look like a riskier bet.
Equity Investing in the Latin American Region: Diversification is Key
Participating in Latin America’s growth potential through the equity markets is not as straightforward as in other areas of the world. Investors should carefully evaluate the different options available, to ensure proper diversification.
The Fed’s Latest Move: A Pause, a Skip, or Simply a Bid for Flexibility?
The Federal reserve decided to leave rates unchanged this week. Why would it do so, and what does it mean?
How Big is too Big?
The Federal reserve decided to leave rates unchanged this week. Why would it do so, and what does it mean?
The Debt Ceiling: at the edge of brinksmanship
As expected, and as this goes to print, debt ceiling discussions are still underway and gaining importance as the ‘x-date’ nears.
Unemployment, Inflation, and the Federal Reserve
The Federal Reserve has two principal mandates: Achieving maximum employment and maintaining price stability. In other words, achieving a balance between unemployment and inflation. However, achieving this balance is proving tricky this cycle, as unemployment remains stubbornly low, and inflation stubbornly high.