Big Thinking: Scarcity & Innovation: Europe’s Answer to a Crisis
One of the most repeated lessons from this history is that scarcity leads to innovation. Incidentally, the corollary to this...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 (10.11.22)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
Quarterly Call Q4 2022
At times, those are dangerous words to repeat. But occasionally, it may just be the appropriate stance. How will this...read more
Weekly Updates from the CIO (09.27.22)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
Speaker Video Series Series – Erik Keller (Robeco)
Erik Keller is Client Portfolio Manager Global Credit strategies. Prior to joining Robeco in 2016, he was at BlackRock Solutions...read more
PM Series – Gabriela Santos (JP Morgan)
Gabriela D. Santos, Managing Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy...read more
Monthly Commentary – September 2022
Of Saints & Monsters Putin erroneously believed that he could blitzkrieg his way to Kyiv and that Russian troops would...read more
PM Series – Jonathan Curtis & Reid Menge: Panel Discussion on Technology Sector
Jonathan Curtis is a senior vice president, research analyst, and portfolio manager with Franklin Equity Group. He has been active...read more
PM Series – Joel Rubenstein (EFGAM)
Joel joined EFGAM as a senior portfolio manager in 2016 with a focus on the broad tech universe. Prior to...read more
PM Series – Dana Burns (Pinebridge)
We cater to a diverse range of clients, including family offices and retail fixed income portfolios. Mr. Burns’ primary focus...read more
Big Thinking: What if Birth Rates Skyrocket Instead of Collapse?
It is a well-known fact that the pandemic caused births globally to collapse and that they remain below levels necessary...read more
Quarterly Call Q3 2022
As markets grappled with the ongoing war in Ukraine and increasingly hawkish global central banks, the year's second quarter proved...read more