Monthly Commentary – November 2021
Of Latam and the effects of transitory inflation “Inflation” has been a recurrent buzzword lately, both in the developed world...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.
Quarterly Call Q4 2021
In many ways, it has been a more difficult one to invest in than last year, especially after the initial...read more
Big Thinking: Bitcoin and El Salvador – worth the effort?
El Salvador recently made history after being the first country in the world to implement bitcoin as a legal tender;...read more
Monthly Commentary – September 2021
Afghanistan and September Fireworks The Biden Administration’s chaotic and ill-conceived withdrawal from Afghanistan is a reminder of how desperate the...read more
Monthly Commentary – August 2021
Is China an Emerging Market or a Developed one? The answer is “it depends”. It is a hybrid market exhibiting...read more
Monthly Commentary – June 2021
Surfacing and Assessing the MidYear Landscape A submarine’s military effectiveness has always depended on its ability to remain submerged and...read more
Monthly Commentary – March 2021
How Much is Too Much? Given that current and forward EPS estimates were cratering in 2020 due to the pandemic...read more