Monthly Commentary – August 2025
A Navigation Guide for Current Markets What a turbulent last couple of weeks. U.S. markets were rattled during the previous...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 (08.05.25)
Listen to market and economic updates, by our CIO Office.read more
Market Musings – 08.01.2025
Summer (Intern) Report As Summer draws to a close, we wanted to wrap up our internship program by showcasing the...read more
Weekly Updates from the CIO (07.29.25)
Listen to market and economic updates, by our CIO Office.read more
Market Musings – 07.25.2025
Exploring the YPF-Burford Capital Saga July 1st marked the reopening of the saga between Argentina and a group of investors,...read more
Weekly Updates from the CIO (07.22.25)
Listen to market and economic updates, by our CIO Office.read more
Market Musings – 07.18.2025
The Quest for Quality in Equity Markets Stick with Quality. Equity investors have heard this mantra repeatedly over the past...read more
Weekly Updates from the CIO (07.15.25)
Listen to market and economic updates, by our CIO Office.read more
Quarterly Call Q3 2025
We hosted a live Q&A session with our Chief Investment Officer, Ahmed Riesgo, alongside Melissa Ochoa Cárdenas and Mauricio Viaud...read more
Weekly Updates from the CIO (07.08.25)
Listen to market and economic updates, by our CIO Office.read more
Weekly Updates from the CIO (07.01.25)
Listen to market and economic updates, by our CIO Office.read more
Market Musings – 06.27.2025
Rise of the Bengal Tiger: The Case for India With an estimated population of close to 1.5 billion people, India...read more