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
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 (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
Big Thinking: こんにちは (Kon’nichiwa), Japan!
There are mounting indications that the Japanese economy is performing exceptionally and entering a virtuous cycle of income gains and...read more
Strategist’s Note – October 2023
Our thoughts on the recent terrorist attack on Israel. “We are at war”. These were the words spoken by Israel’s...read more
Weekly Updates from the CIO (10.10.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
Speaker Video Series Series – Chris Simard (J.P Morgan)
Chris Simard, Executive Director, is an Investment Specialist in the Infrastructure Investments Group. In this role, he is responsible for...read more
Quarterly Call Q4 2023
The more things change, the more they stay the same ‣ Is this time really different? ‣ Timing the next...read more
Weekly Updates from the CIO (10.03.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
Weekly Updates from the CIO (09.26.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
Speaker Video Series Series – Jacques Marcireau (Rothschild)
Jacques-Aurélien joined Edmond de Rothschild Asset Management in March 2009 as portfolio manager/analyst in the Global Equity team and has...read more