Looking Ahead to the Seminal US 2024 Election
During the upcoming electoral frenzy, it is essential for investors to adopt a systematic, unbiased strategy towards US politics and...read more
Explore our perspectives on global markets. Dive into market commentaries, CIO notes, and reports designed to help you understand the economic environment and what headlines are moving markets today.
During the upcoming electoral frenzy, it is essential for investors to adopt a systematic, unbiased strategy towards US politics and...read more
While the prevailing sentiment among investors towards China is significantly bearish, mirroring the trends observed during 2015/16, apprehensions surrounding geopolitical...read more
There are mounting indications that the Japanese economy is performing exceptionally and entering a virtuous cycle of income gains and...read more
The mega-cap technology stocks that have led the current stock rally will undoubtedly be major beneficiaries of the AI trend....read more
After the pandemic, the term “nearshoring” became popular in the media. Given the potential implications of this phenomenon on the...read more
Latin America and Lithium are intertwined in a nascent relationship. It is estimated that out of the 89 million tons...read more
One of the most repeated lessons from this history is that scarcity leads to innovation. Incidentally, the corollary to this...read more
It is a well-known fact that the pandemic caused births globally to collapse and that they remain below levels necessary...read more
As I mentioned before, we believe globalization peaked around 2008 and has been slowly but steadily declining ever since the...read more
Even if it has been around longer than what investors believe, sustainable and ESG investing has increasingly won over the...read more
El Salvador recently made history after being the first country in the world to implement bitcoin as a legal tender;...read more