Monthly Commentary – November 2024
好久不见，你 好吗? - (It's been a long time, how are you?) It’s been a long time, how are you? That...read more
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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.
Weekly Updates from the CIO (11.12.24)
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Market Musings – 11.08.2024
The US Election: The Revival of the Trump Administration In a near landslide result, Donald Trump has been elected as...read more
Weekly Updates from the CIO (11.05.24)
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Market Musings – 11.01.2024
Earnings Season Half Time Report: Observations and Potential Considerations. Expectations are playing an important role this earnings season.read more
Weekly Updates from the CIO (10.29.24)
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Market Musings – 10.25.2024
Uruguay: The Power of an Informed Choice This Sunday, Uruguay will go to the ballots to elect its new president,...read more
Weekly Updates from the CIO (10.22.24)
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Market Musings – 10.18.2024
Walking on a Mexican Tightrope Our thoughts on the first days of Sheinbaum's presidency and what we can expect as...read more
Weekly Updates from the CIO (10.15.24)
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Quarterly Call Q4 2024
All Eyes on Risk: Navigating Geopolitical Uncertainty. Introduction Macroeconomic & Market Update How Should Investors Manage Geopolitical Risks? US Election...read more
Weekly Updates from the CIO (10.01.24)
Listen to market and economic updates, by our CIO Office.read more