Balancing intellectual capital with emotional intelligence leads to prudent investment decisions. Learn more ↓ October 12, 2023Looking Ahead to the Seminal US 2024 ElectionDuring the upcoming electoral frenzy, it is essential for investors to adopt a systematic, unbiased strategy towards US politics and policy, which is the goal of this section. This chart Illustrates that the foremost candidates for the 2024 presidency – Biden and Trump – would both be in their second term and of advanced age, [...] Read more → October 11, 2023China’s Taiwan Problem is Structural, Not CyclicalWhile the prevailing sentiment among investors towards China is significantly bearish, mirroring the trends observed during 2015/16, apprehensions surrounding geopolitical conflicts, particularly Taiwan, have notably subsided. Presently, macroeconomic, and regulatory considerations are taking precedence over geopolitical risks, a shift we believe might be somewhat premature. The forthcoming elections in Taiwan could play a pivotal role [...] Read more → October 11, 2023こんにちは (Kon’nichiwa), Japan!There are mounting indications that the Japanese economy is performing exceptionally and entering a virtuous cycle of income gains and increased consumer consumption. In addition, numerous indicators suggest potential upward shifts in Japanese inflation. In Japan, a country battling deflation for thirty years, this is welcome news. This is likely to enhance interest-rate differentials, benefiting [...] Read more → Insigneo’s Quarterly Call Keep up to date with the latest market commentary by our CIO Ahmed Riesgo. Watch now → Artificial Intelligence: Beyond Mega-CapJuly 20, 2023 Read more → Nearshoring and Latin AmericaApril 20, 2023 Read more → Lithium and Latin AmericaApril 20, 2023 Read more → Scarcity & Innovation: Europe’s Answer to a CrisisOctober 12, 2022 Read more → What if Birth Rates Skyrocket Instead of Collapse?July 13, 2022 Read more → The Beginning of the End for Bretton Woods Implies De- DollarizationApril 7, 2022 Read more →
