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.
Market Musings – 01.23.2026
Our Thoughts on Global Equity Markets for 2026: Part Two – International Equities: “Skate to Where the Puck is Going...read more
Market Musings – 01.16.2026
Our Thoughts on Global Equity Markets for 2026: Part One – U.S. Equities: Balance Will Be Keyread more
Market Musings – 10.31.2025
Notes From the Road – Argentina Edition (Part Two): Meetings with Public Companiesread more
Market Musings – 10.24.2025
Notes From the Road – Argentina Edition (Part One): Meetings with Public Companiesread more
Quarterly Call Q1 2026
The session, hosted by Ahmed Riesgo, our Chief Investment Officer, explored a comprehensive look at the economic and market landscape,...read more
Quarterly Call Q4 2025
The session, hosted by Ahmed Riesgo, our Chief Investment Officer, explored a comprehensive look at the economic and market landscape,...read more
Market Musings – 09.15.2025
The September Fed Meeting: A Preview of the Long-Awaited Monetary Easing Cycleread more