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.

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.