Quarterly Call Q2 2026
Second-Order Opportunities Introductory Comments – Market and Global Macroeconomic Outlook Renewables Commodities Supply chainsread more
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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.
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Weekly Updates from the CIO (03.25.26)
Listen to market and economic updates, by our CIO Office.read more
Weekly Updates from the CIO (03.17.26)
Listen to market and economic updates, by our CIO Office.read more
Market Musings – 03.13.2026
Japan and Korea: Two Tiny Tigers Take Two Taxis to Town While the world has been fixated on the war...read more
Weekly Updates from the CIO (03.10.26)
Listen to market and economic updates, by our CIO Office.read more
Monthly Commentary – March 2026
A High Yield Primer for Volatile Times With volatility elevated in early 2026, we wanted to take a closer look...read more
Weekly Updates from the CIO (03.03.26)
Listen to market and economic updates, by our CIO Office.read more
Market Musings – 02.27.2026
Private Credit: 750,000 Pages of Unread Documents Due to the complexity of the private credit industry, this weekly piece is...read more
Weekly Updates from the CIO (02.24.26)
Listen to market and economic updates, by our CIO Office.read more
Market Musings – 02.20.2026
Industrial Pressure Following this morning’s ruling by the Supreme Court of the United States, which struck down the tariff framework...read more
Weekly Updates from the CIO (02.17.26)
Listen to market and economic updates, by our CIO Office.read more
Market Musings – 02.13.2026
Are Equity Markets Playing Hot Potato? Decoding the Recent Erratic Behavior in Technology Stocks Technology stocks have surged since the...read more