Weekly Updates from the CIO (05.20.25)
Listen to market and economic updates, by our CIO Office.read more
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.
Listen to market and economic updates, by our CIO Office.read more
The Aftermath of a Late Move On May 16, Moody’s announced it was downgrading the US’s sovereign rating after it...read more
Uncertainty is the Name of the Game Think about this hypothetical scenario. Imagine a group of investors that went on...read more
Listen to market and economic updates, by our CIO Office.read more
Argentina: Latin America’s (Potential) Shining Star Argentina is no stranger to financial headlines. Lately, the country has been making news...read more
Listen to market and economic updates, by our CIO Office.read more
Half Time Report – A Season of Dichotomy When we think of a dichotomy, we tend to think of two...read more
Listen to market and economic updates, by our CIO Office.read more
The Rationality Behind Market Irrationality Amid discussions surrounding market outlooks, a common question we receive from clients is “why do...read more
We hosted a live Q&A session with our Chief Investment Officer, Ahmed Riesgo, alongside Melissa Ochoa Cárdenas and Mauricio Viaud...read more
After “Liberation Day” Now What? Although we were directionally correct with our as- sessment that the Trump Administration would choose...read more
Liberation Day Yesterday afternoon, President Trump announced a slew of reciprocal tariffs on approximately 60 countries around the globe in...read more