Insights

As markets grappled with the ongoing war in Ukraine and increasingly hawkish global central banks, the year's second quarter proved...read more

Repercussions of food inflation in Latin America Against this backdrop, the region witnessed some dispersion in economic growth. Some countries...read more

Tough to Get a Bear Market Absent a Recession April was a trying month for investors as there was virtually...read more

The world has changed dramatically since we last convened. Our projections have similarly been altered in response to this shifting...read more

Russia, the US, and their influence in Latam Much has changed in the last month on the world stage, and...read more

Join our Quarterly Conference Call on the outlook for the global economy and markets. We will address our outlook for...read more

Omicron: concerning, but not panicking Although the omicron variant should continue to be a source of uncertainty and volatility over...read more

Of Latam and the effects of transitory inflation “Inflation” has been a recurrent buzzword lately, both in the developed world...read more

In many ways, it has been a more difficult one to invest in than last year, especially after the initial...read more

Afghanistan and September Fireworks The Biden Administration’s chaotic and ill-conceived withdrawal from Afghanistan is a reminder of how desperate the...read more

Is China an Emerging Market or a Developed one? The answer is “it depends”. It is a hybrid market exhibiting...read more

Surfacing and Assessing the Mid-Year Landscape.read more