Balancing intellectual capital with emotional intelligence leads to prudent investment decisions. Learn more ↓ October 12, 2022Scarcity & Innovation: Europe’s Answer to a CrisisOne of the most repeated lessons from this history is that scarcity leads to innovation. Incidentally, the corollary to this principle is that hubris leads to downfall – just ask Putin how his ill-advised and ill-planned invasion of Ukraine is going. Another important teaching is that political and macroeconomic systems are very complex. And people [...] Read more → July 13, 2022What if Birth Rates Skyrocket Instead of Collapse?It is a well-known fact that the pandemic caused births globally to collapse and that they remain below levels necessary to stabilize population growth. We also know that aging populations place a major strain on pension and health care systems as fewer workers have to support more consumers and retirees. This graph demonstrates that after [...] Read more → April 7, 2022The Beginning of the End for Bretton Woods Implies De- DollarizationAs I mentioned before, we believe globalization peaked around 2008 and has been slowly but steadily declining ever since the Global Financial Crisis. Moreover, the two most recent global events – the pandemic and the Russian invasion of Ukraine – have only accelerated that trend by exacerbating policymakers’ reliability concerns when dealing with less-than-friendly state [...] Read more → Insigneo’s Quarterly Call Keep up to date with the latest market commentary by our CIO Ahmed Riesgo. Watch now → Sustainable and ESG investingJanuary 1, 2022 Read more → Bitcoin and El Salvador – worth the effort?September 7, 2021 Read more →
