Weathering A Latin American Political Storm
Mexico and Brazil, the two biggest economies of Latam, were also the darlings of EM investors for the most part of 2023. Both countries saw their currencies and assets appreciate even as some political rumblings were starting to emerge. In contrast, 2024 has been a…
Thoughts on Artificial Intelligence
Thoughts on Artificial Intelligence and its potential impact on the investment management industry.
Update from Jackson Hole: “The Time Has Come”
Our thoughts on the Federal Reserve Chairman Jerome Powell’s speech from Jackson Hole this morning.
The Aftermath of the yen Carry Trade.
Exploring the roots of the yen carry trade and the effects of its collapse.
Where Do We Go From Here?
High volatility is being reflected in markets across the globe. We analyze this volatility and explore what earnings and market fundamentals could be telling us about the future.
Balancing the Economy Between a Cold and a Heart Attack.
Our thoughts on the Federal Reserve’s meeting this past Wednesday as it attempts to balance inflation and the labor market.
WEO Update: Exercise Caution.
In customary fashion, the IMF published its July update to the World Economic Outlook.
Millimeters From Chaos
Exploring the underlying currents in U.S. equity markets in light of an uncertain political and economic environment.
Private Equity: Forces at Play
Exploring the changing dynamics in private equity markets.
Is Obesity the New AI? A New Horizon for Obesity-Related Drugs
A brief summary of the new trends in obesity treatments and their main participants.
Flexibility is the Name of the Game
Our thoughts on the Federal Reserve’s meeting this past Wednesday.