Monthly Commentary – September 2022
Of Saints & Monsters Putin erroneously believed that he could blitzkrieg his way to Kyiv and that Russian troops would...read 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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* Insights content only available in English and Spanish.
PM Series – Jonathan Curtis & Reid Menge: Panel Discussion on Technology Sector
Jonathan Curtis is a senior vice president, research analyst, and portfolio manager with Franklin Equity Group. He has been active...read more
PM Series – Joel Rubenstein (EFGAM)
Joel joined EFGAM as a senior portfolio manager in 2016 with a focus on the broad tech universe. Prior to...read more
PM Series – Dana Burns (Pinebridge)
We cater to a diverse range of clients, including family offices and retail fixed income portfolios. Mr. Burns’ primary focus...read more
Big Thinking: What 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...read more
Quarterly Call Q3 2022
As markets grappled with the ongoing war in Ukraine and increasingly hawkish global central banks, the year's second quarter proved...read more
CIO Office Note – July 2022
Monthly Update to the Insigneo-Forefront Recessionary Indicator Our proprietary recessionary indicator which gives the probability of a US recession over...read more
Monthly Commentary – June 2022
Repercussions of food inflation in Latin America Against this backdrop, the region witnessed some dispersion in economic growth. Some countries...read more
CIO Office Note – May 2022
CIO Office Note: Navigating Market Volatility This year, so far, has been a trying time for investors with virtually nowhere...read more
Monthly Commentary – May 2022
Tough to Get a Bear Market Absent a Recession April was a trying month for investors as there was virtually...read more
Big Thinking: The Beginning of the End for Bretton Woods Implies De-Dollarization
As I mentioned before, we believe globalization peaked around 2008 and has been slowly but steadily declining ever since the...read more
Quarterly Call Q2 2022
The world has changed dramatically since we last convened. Our projections have similarly been altered in response to this shifting...read more