Monthly Commentary – March 2023
The debt ceiling: now what? Lately, much has been written and discussed about the looming debt ceiling and the implications...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.
The debt ceiling: now what? Lately, much has been written and discussed about the looming debt ceiling and the implications...read more
Navigating Uncertain Markets In an uncertain environment, where the proverbial tide does not lift all boats, careful sector and stock...read more
Lithium: A Hot Topic - What are the current supply and demand dynamics of lithium? - How could an investor...read more
Shining Star in the Sky Although increased passenger demand and capacity constraints could benefit the US airline industry as a...read more
The Market’s Opening Round The Federal Reserve is telling the markets that although interest rates could be peaking, they could...read more
Is Energy Still the Proverbial Skinny Cow? - Is the Energy sector still a good investment? - What are the...read more
It’s All Relative Investors could benefit from the relative valuation discount between Latin American equities and their U.S. peers.read more
It is no secret that 2022 was a challenging year. Amid an unexpected geopolitical conflict that tainted the world’s recovery,...read more
Latam, its political nuances, and a potential solution The last two years have included a plethora of political changes in...read more
At times, those are dangerous words to repeat. But occasionally, it may just be the appropriate stance. How will this...read more
Of Saints & Monsters Putin erroneously believed that he could blitzkrieg his way to Kyiv and that Russian troops would...read more