Insights

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

2023 Outlook: 'A Tale of Two Halves'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

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