Insights

Stocks in Focus: Petrobras (PBR) and Mercado Libre (MELI) As earnings season winds down, we thought it might be helpful...read more

The IMF’s WEO Update - some improvement, but challenges remain. As is customary, at the end of July, the IMF...read more

Quarterly Earnings: Half Time Report We will see what the second half of earnings season brings, but as of now,...read more

Macro & Market Update Private Investments: Panacea? Investing in AI: Beyond MSFT, NVDA, and GOOGLread more

Our Views on the US Equity Markets and How to Approach Them. Barring any meaningful changes in the data, we...read more

Latam: a shining star on the horizon? For a while, several market participants have been considering Latam as an attractive...read more

Equity Investing in the Latin American Region: Diversification is Key Participating in Latin America’s growth potential through the equity markets...read more

The Fed’s Latest Move: A Pause, a Skip, or Simply a Bid for Flexibility? The Federal reserve decided to leave...read more

How Big is too Big? The Federal reserve decided to leave rates unchanged this week. Why would it do so,...read more

The Debt Ceiling: at the edge of brinksmanship As expected, and as this goes to print, debt ceiling discussions are...read more

Unemployment, Inflation, and the Federal Reserve The Federal Reserve has two principal mandates: Achieving maximum employment and maintaining price stability....read more

Exercise Discipline and Stick to the Process Investing is both a science and an art. We tend to make decisions...read more