For over a decade, emerging markets have disappointed investors as developed market equities, particularly US technology stocks, delivered superior returns.
Never Bet Against America
Reasons why you should never bet against the United States: analysis of its economic and strategic resilience in global markets.
The Forward-Looking Calculus: Why Markets Price Tomorrow, Not Yesterday
Discover why financial markets operate based on tomorrow, according to the prospective calculation approach, rather than the past.
The Enduring Paradox of Gold: Why a “Useless” Asset Remains Indispensable
The gold paradox explains why this seemingly useless asset remains indispensable in investment portfolios in the face of financial uncertainty.
The Discipline of Doing Nothing: Why Market Pullbacks Demand Patience, Not Panic
Explore how the discipline of doing nothing can be key when market declines call for patience rather than panic.
Markets Climb Despite Missing Data and Stretched Valuations
Markets rise despite lack of economic data and adjusted valuations: what is driving this rebound?
Markets Shrug Off Shutdown Drama as Fundamentals Remain Steady
Markets ignore political drama and reflect the strength of economic fundamentals. Learn about the keys behind their stability.
Markets Test Post-Cut Resilience Amid Powell’s Valuation Warnings
Market resilience is being tested following the rate cut, amid warnings from Powell about valuations.
Economic resilience prevails despite late summer volatility
We analyse how economic resilience is holding up despite the volatility at the end of the summer and what this means for investors.
Lo bueno, lo malo… y lo fantástico que pasó la semana pasada
Sin duda, la inquietud se ha infiltrado en los mercados financieros en los últimos meses, ¡y con razón! Hemos visto una desaceleración autoinfligida de la economía de China, luego de una ola de estrictas regulaciones del sector privado, niveles crecientes y persistentes de inflación global y problemas de la cadena de suministro que han empeorado, no mejorado.










