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
Expertise that empowers
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 (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
Speaker Video Series Series – Andrew Opdyke (FIrst Trust)
Andrew is a Senior Economist and a member of the First Trust Economics Team that Bloomberg has ranked as one...read more
Strategist’s Note – October 2023
Foreign Direct Investment in Latam – some progress, but still a long way to go. Against a backdrop of a...read more
Weekly Updates from the CIO (10.24.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
PM Series – Brett Collins (NCRAM)
Brett Collins, CFA is an Executive Director and Client Portfolio Manager at NCRAM. He rejoined the firm in July 2021...read more
Speaker Video Series Series – Alexander Wright (Apollo)
Alexander Wright is Partner, Global Wealth Strategist in the Client and Product Solutions group at Apollo. Previously, Alexander was the...read more
Latam Focus Q4 2023
'- Latam outlook - Analyzing Latin America’s Two Largest Equity Markets: The Impact of Interest Rate Cuts in Brazil and...read more
Weekly Updates from the CIO (10.17.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
Looking Ahead to the Seminal US 2024 Election
During the upcoming electoral frenzy, it is essential for investors to adopt a systematic, unbiased strategy towards US politics and...read more
China’s Taiwan Problem is Structural, Not Cyclical
While the prevailing sentiment among investors towards China is significantly bearish, mirroring the trends observed during 2015/16, apprehensions surrounding geopolitical...read more