Strategist’s Note – October 2023
Foreign Direct Investment in Latam – some progress, but still a long way to go. Against a backdrop of a...read more
Experiência que empodera
Explore nossas perspectivas sobre os mercados globais. Mergulhe em comentários de mercado, notas do CIO e relatórios projetados para ajudar você a entender o ambiente econômico e quais manchetes estão movimentando os mercados hoje.
* Insights disponíveis apenas em inglês e espanhol.
* Insights content only available in English and Spanish.
Weekly Updates from the CIO (10.24.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
PM Series – Brett Collins (NCRAM)
Brett Collins, CFA is an Executive Director and Client Portfolio Manager at NCRAM. He rejoined the firm in July 2021...read more
Speaker Video Series Series – Alexander Wright (Apollo)
Alexander Wright is Partner, Global Wealth Strategist in the Client and Product Solutions group at Apollo. Previously, Alexander was the...read more
Latam Focus Q4 2023
'- Latam outlook - Analyzing Latin America’s Two Largest Equity Markets: The Impact of Interest Rate Cuts in Brazil and...read more
Weekly Updates from the CIO (10.17.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
Looking Ahead to the Seminal US 2024 Election
During the upcoming electoral frenzy, it is essential for investors to adopt a systematic, unbiased strategy towards US politics and...read more
China’s Taiwan Problem is Structural, Not Cyclical
While the prevailing sentiment among investors towards China is significantly bearish, mirroring the trends observed during 2015/16, apprehensions surrounding geopolitical...read more
Big Thinking: 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...read more
Strategist’s Note – October 2023
Our thoughts on the recent terrorist attack on Israel. “We are at war”. These were the words spoken by Israel’s...read more
Weekly Updates from the CIO (10.10.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
Speaker Video Series Series – Chris Simard (J.P Morgan)
Chris Simard, Executive Director, is an Investment Specialist in the Infrastructure Investments Group. In this role, he is responsible for...read more