CIO Office Note – July 2022
Monthly Update to the Insigneo-Forefront Recessionary Indicator Our proprietary recessionary indicator which gives the probability of a US recession over...read more
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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.
Monthly Commentary – June 2022
Repercussions of food inflation in Latin America Against this backdrop, the region witnessed some dispersion in economic growth. Some countries...read more
CIO Office Note – May 2022
CIO Office Note: Navigating Market Volatility This year, so far, has been a trying time for investors with virtually nowhere...read more
Monthly Commentary – May 2022
Tough to Get a Bear Market Absent a Recession April was a trying month for investors as there was virtually...read more
Big Thinking: The Beginning of the End for Bretton Woods Implies De-Dollarization
As I mentioned before, we believe globalization peaked around 2008 and has been slowly but steadily declining ever since the...read more
Quarterly Call Q2 2022
The world has changed dramatically since we last convened. Our projections have similarly been altered in response to this shifting...read more
CIO Office Note – March 2022
Deliberations from the Q2 2022 Insigneo Investment Committee Meeting & Growth and Market Outlook We remain cautiously optimistic that the...read more
Monthly Commentary – March 2022
Russia, the US, and their influence in Latam Much has changed in the last month on the world stage, and...read more
CIO Office Note – February 2022
The Market Impact of Russian Aggression in Ukraine As many of you know, on February 1st we put out a...read more
Big Thinking: Sustainable and ESG investing
Even if it has been around longer than what investors believe, sustainable and ESG investing has increasingly won over the...read more
Quarterly Call Q1 2022
Join our Quarterly Conference Call on the outlook for the global economy and markets. We will address our outlook for...read more
Monthly Commentary – December 2021
Omicron: concerning, but not panicking Although the omicron variant should continue to be a source of uncertainty and volatility over...read more