Monthly Commentary – December 2023
Is Past Performance a Guarantee of Future Results? Cash is king. This is a phrase that we have been hearing...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 (12.05.23)
Listen to market and economic updates, by our CIO Office.read more
Speaker Video Series Series – José Siaba Serrate (UCEMA)
José Siaba Serrate Economist from Universidad de Buenos Aires and UCEMA. 2017 Konex Prize on Economic Analysis. Member of: Argentine...read more
Market Musings – 12.01.2023
Did Consumers Bite More Than They Can Chew This Thanksgiving Season? A look back at some interesting spending patterns over...read more
Weekly Updates from the CIO (11.28.23)
Listen to market and economic updates, by our CIO Office.read more
Market Musings – 11.24.2023
Argentina: Ideas on How to Tango to the Beat of a New Administration. After the historical win by Javier Milei,...read more
Weekly Updates from the CIO (11.21.23)
Listen to market and economic updates, by our CIO Office.read more
PM Series – Alona Gornick (Churchill)
Alona Gornick serves as a Managing Director, Senior Investment Strategist, and Co-Head of the Chicago Office for Churchill Asset Management....read more
Market Musings – 11.17.2023
A Look Back at the Ideas Presented at Insigneo’s Regional Conference Equity Markets Panel A bias to quality, a focus...read more
Monthly Commentary – November 2023
Cutting Through the Noise and Riding Out the Storm Some say that being an equity market strategist is like being...read more
Weekly Updates from the CIO (11.07.23)
Listen to market and economic updates, by our CIO Office.read more
Weekly Updates from the CIO (10.31.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more