Monthly Commentary – May 2025
Argentina: Latin America’s (Potential) Shining Star Argentina is no stranger to financial headlines. Lately, the country has been making news...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.
Weekly Updates from the CIO (05.06.25)
Listen to market and economic updates, by our CIO Office.read more
Market Musings – 05.02.2025
Half Time Report – A Season of Dichotomy When we think of a dichotomy, we tend to think of two...read more
Weekly Updates from the CIO (04.29.25)
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Market Musings – 04.25.2025
The Rationality Behind Market Irrationality Amid discussions surrounding market outlooks, a common question we receive from clients is “why do...read more
Quarterly Call Q2 2025 Special Edition
We hosted a live Q&A session with our Chief Investment Officer, Ahmed Riesgo, alongside Melissa Ochoa Cárdenas and Mauricio Viaud...read more
CIO Office Note – April 6, 2025
After “Liberation Day” Now What? Although we were directionally correct with our as- sessment that the Trump Administration would choose...read more
CIO Office Note – April 3, 2025
Liberation Day Yesterday afternoon, President Trump announced a slew of reciprocal tariffs on approximately 60 countries around the globe in...read more
Weekly Updates from the CIO (04.01.25)
Listen to market and economic updates, by our CIO Office.read more
Weekly Updates from the CIO (03.25.25)
Listen to market and economic updates, by our CIO Office.read more
Market Musings – 03.21.2025
Dancing With the Stars: Thoughts on the Fed’s Recent Meeting As expected, Chairman Powell announced that the Federal Reserve was...read more