Monthly Commentary – December 2021
Omicron: concerning, but not panicking Although the omicron variant should continue to be a source of uncertainty and volatility over...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.
Monthly Commentary – November 2021
Of Latam and the effects of transitory inflation “Inflation” has been a recurrent buzzword lately, both in the developed world...read more
Quarterly Call Q4 2021
In many ways, it has been a more difficult one to invest in than last year, especially after the initial...read more
Big Thinking: Bitcoin and El Salvador – worth the effort?
El Salvador recently made history after being the first country in the world to implement bitcoin as a legal tender;...read more
Monthly Commentary – September 2021
Afghanistan and September Fireworks The Biden Administration’s chaotic and ill-conceived withdrawal from Afghanistan is a reminder of how desperate the...read more
Monthly Commentary – August 2021
Is China an Emerging Market or a Developed one? The answer is “it depends”. It is a hybrid market exhibiting...read more
Monthly Commentary – June 2021
Surfacing and Assessing the MidYear Landscape A submarine’s military effectiveness has always depended on its ability to remain submerged and...read more
Monthly Commentary – March 2021
How Much is Too Much? Given that current and forward EPS estimates were cratering in 2020 due to the pandemic...read more