The IMF’s WEO – A Silver Lining Amid the Chaos

In its latest World Economic Outlook, the IMF outlines a scenario of moderate global growth through 2026, supported by resilient private sectors, easing financial conditions, and improving policy frameworks—particularly across emerging markets. While trade tensions, fiscal pressures, and policy complexity continue to pose downside risks, clearer global agreements and AI-driven productivity gains offer a potential upside, reinforcing the case for diversification beyond U.S. assets.

From Net Worth to Net Years: Rethinking Wealth in the Age of Longevity

• Introductory Comments – Market and Global Macroeconomic Outlook
• Forecasting Global Financial Markets
• Longevity: A New Reality and How to Approach It
• Of Fiscal Balances, Pensions, and Aging Populations
• 100 Years of Allocation

Insigneo’s Treehouse of Horror

So, what is the October Surprise? The origin of this term goes back to the 1980’s U.S. presidential election, when Ronald Reagan’s team warned about a possible October surprise related to the release of the U.S. hostages held in Iran.

Artificial Independence?

• Introductory Comments – Market and Macroeconomic Forecasts
• The importance of (central bank) independence
• Artificial Intelligence: A Blessing or a Curse?

The September Fed Meeting: A Preview of the Long-Awaited Monetary Easing Cycle

After a nearly yearlong pause, this week will likely mark the restart of a monetary easing cycle, as the Fed is widely expected to announce a rate cut after its meeting on Wednesday.

Small Caps Stocks: Waiting for Godot?
In the play, Waiting for Godot, the two main protagonists, Vladimir and Estragon, spend their days waiting for the elusive character, Godot.

The Fed’s Next Pitch?
Welcome to Disneyland for Central Bankers, better known as the Jackson Hole Symposium. Once a year, central bankers from all around the world gather at Jackson Hole, Wyoming, to listen to other central bankers’ perspectives and share their views on monetary policy around a specific topic that the symposium is based on.

Have You Heard About the C.O.W. Stocks?
We have all heard of the Magnificent Seven stocks (Amazon, Apple, Google, Microsoft, Meta, Nvidia, and Tesla) and some of us may even remember the FANGs (Facebook-now Meta-, Amazon, Netflix, and Google -now Alphabet-), but have you heard about the COWs?

The Potential Beneficiaries of the AI Infrastructure Spending Boom
It seems that every quarter, we hear more about the never-ending need for increased spending on AI-related infrastructure.

A Navigation Guide for Current Markets
What a turbulent last couple of weeks. U.S. markets were rattled during the previous trading sessions by both macroeconomic data and market players digesting the ever-changing slew of news.

Summer (Intern) Report
As Summer draws to a close, we wanted to wrap up our internship program by showcasing the work of our two interns, Marcela Maldonado and Ryan Vucenovic, students at Columbia University and College of Charleston respectively, developed under the supervision of Insigneo’s research team.

Exploring the YPF-Burford Capital Saga
July 1st marked the reopening of the saga between Argentina and a group of investors, backed by Burford Capital, involved in litigation over YPF.