Speaker Video Series Series – François Collet (La Française)
François holds a postgraduate degree from Paris Dauphine. François Collet began his career in 2003 at Natixis Asset Management as...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 (08.08.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
Monthly Commentary – August 2023
The IMF’s WEO Update - some improvement, but challenges remain. As is customary, at the end of July, the IMF...read more
Weekly Updates from the CIO (08.01.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
Market Musings – 07.28.2023
Quarterly Earnings: Half Time Report We will see what the second half of earnings season brings, but as of now,...read more
Weekly Updates from the CIO (07.25.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
Big Thinking: AI:Beyond Mega-Cap
The mega-cap technology stocks that have led the current stock rally will undoubtedly be major beneficiaries of the AI trend....read more
Quarterly Call Q3 2023
Macro & Market Update Private Investments: Panacea? Investing in AI: Beyond MSFT, NVDA, and GOOGLread more
Weekly Updates from the CIO (07.11.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
Market Musings – 07.07.2023
Our Views on the US Equity Markets and How to Approach Them. Barring any meaningful changes in the data, we...read more
Market Musings – 06.30.2023
Latam: a shining star on the horizon? For a while, several market participants have been considering Latam as an attractive...read more
PM Series – Steve Shigekawa (Neuberger Berman)
Steve Shigekawa, Managing Director, joined Neuberger Berman in 2002. Steve is a Senior Portfolio Manager for the Real Estate Securities...read more