Insights

Argentina: ¿Un futuro más prometedor en el horizonte? Ahora que se ha disipado la incertidumbre en torno a las elecciones...read more

Argentina: A Brighter Future Ahead? Now that the dust has settled around the Argentinian mid-term elections, where La Libertad Avanza...read more

Our Thoughts on Global Equity Markets for 2026: Part Two – International Equities: “Skate to Where the Puck is Going...read more

Our Thoughts on Global Equity Markets for 2026: Part One – U.S. Equities: Balance Will Be Key U.S. equity markets...read more

Chile: A Latin American Nonconformity Story Latin America is showing that political nonconformity has become the region’s strongest electoral force....read more

Speculation at Hyperscale: Between AI Bubbles and Capex The current equity rally has been driven by a narrow group of...read more

Notes From the Road – Argentina Edition (Part Two): Meetings with Public Companies Argentina’s midterm elections delivered a stronger-than-expected victory...read more

Notes From the Road – Argentina Edition (Part One): Meetings with Public Companies Earlier this month, we traveled to Buenos...read more

The IMF’s WEO – A Silver Lining Amid the Chaos In its latest World Economic Outlook, the IMF outlines a...read more

From Net Worth to Net Years: Rethinking Wealth in the Age of Longevity Introductory Comments - Market and Global Macroeconomic...read more