Market Insights

Weekly Updates from the CIO Office (07.2.24)

02 Jul 2024

Contributed by Lukas

Listen to market and economic updates, from our CIO Office.

Weekly Updates from the CIO Office (06.25.24)

25 Jun 2024

Contributed by Lukas

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Weekly Updates from the CIO Office (06.18.24)

18 Jun 2024

Contributed by Lukas

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Weekly Updates from the CIO Office (06.11.24)

11 Jun 2024

Contributed by Lukas

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Weekly Updates from the CIO Office (06.04.24)

04 Jun 2024

Contributed by Lukas

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Speaker Series - Richard Bernstein - Richard Bernstein Advisors

31 May 2024

Contributed by Lukas

RichardBernstein is the chief executive officer/chief investment officer of Richard Bernstein Advisors LLC. The firm utilizes a unique top-down approa...

Weekly Updates from the CIO Office (05.28.24)

28 May 2024

Contributed by Lukas

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Weekly Updates from the CIO Office (05.21.24)

21 May 2024

Contributed by Lukas

Listen to market and economic updates, from our CIO Office.

Speaker Series - Tamarind Effio

17 May 2024

Contributed by Lukas

Tamarind Effio joins us from PNC International Private Bank, with over 18 years of consumer facing banking experience, most recently focused on offer...

Weekly Updates from the CIO Office (05.14.24)

14 May 2024

Contributed by Lukas

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Weekly Updates from the CIO Office (05.07.24)

07 May 2024

Contributed by Lukas

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Weekly Updates from the CIO Office (04.30.24)

30 Apr 2024

Contributed by Lukas

Listen to market and economic updates, from our CIO Office.

Speaker Series - Dan Magnusson & Robert Minter

25 Apr 2024

Contributed by Lukas

Robert Minter, CFA, CMT, CAIA, Director of ETF Investment Strategy. Robert has written on commodities and has been quoted in press articles. Bob joine...

Weekly Updates from the CIO (04.16.24)

16 Apr 2024

Contributed by Lukas

Listen to market and economic updates, from our CIO Office.

Speakers Series - Joseph Graham

12 Apr 2024

Contributed by Lukas

Joseph Graham leads the efforts of Lord Abbett’s nvestment Strategist team. This team serves as the client-facing extension of Lord Abbett’s Inves...

Llamada Trimestral de Insigneo - T2 2024

10 Apr 2024

Contributed by Lukas

Economía en movimiento: El Arte cinético de transformar la energía en riqueza Comentarios Introductorios Perspectivas macro y de mercado Una r...

Insigneo Quarterly Call - Q2 2024

10 Apr 2024

Contributed by Lukas

Economy in Motion: The Kinetic Art of Turning Energy into Wealth Introductory Remarks Macroeconomic & Market Forecast A Chain Reaction Ener...

Weekly Updates from the CIO (04.09.24)

09 Apr 2024

Contributed by Lukas

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Weekly Updates from the CIO Office (04.02.24)

02 Apr 2024

Contributed by Lukas

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Weekly Updates from the CIO (03.26.24)

26 Mar 2024

Contributed by Lukas

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Speaker Series - Art DeGaetano

25 Mar 2024

Contributed by Lukas

Mr. DeGaetano is the Chief Investment Officer and Founder of Bramshill Investments. Prior to founding Bramshill, in 2012, Mr. DeGaetano was a Senior P...

Weekly Updates from the CIO (03.19.24)

19 Mar 2024

Contributed by Lukas

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Weekly Updates from the CIO (03.12.24)

12 Mar 2024

Contributed by Lukas

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Weekly Updates from the CIO (03.05.24)

05 Mar 2024

Contributed by Lukas

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Weekly Updates from the CIO (02.27.24)

27 Feb 2024

Contributed by Lukas

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Weekly Updates from the CIO (02.20.24)

20 Feb 2024

Contributed by Lukas

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Weekly Updates from the CIO (02.13.24)

13 Feb 2024

Contributed by Lukas

Listen to market and economic updates, from our CIO Office.

Speaker Series - Patrik Kauffmann

09 Feb 2024

Contributed by Lukas

Patrik Kauffmann is the CIO and Portfolio Manager for Aquila Asset Management based in Switzerland. He has built an impressive track-record by winning...

Weekly Updates from the CIO (02.06.24)

06 Feb 2024

Contributed by Lukas

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Weekly Updates from the CIO Office (01.30.24)

30 Jan 2024

Contributed by Lukas

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Speaker Series - Ben Hayward

26 Jan 2024

Contributed by Lukas

Ben is one of the founding partners of TwentyFour Asset Management (TwentyFour) and currently serves as its CEO. Since 2015, he has been a member of T...

Weekly Updates from the CIO (01.23.24)

23 Jan 2024

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Llamada Trimestral de Insigneo - T1 2024

18 Jan 2024

Contributed by Lukas

El almanaque del inversionista de Insigneo para 2024: navegando un mar de cambio - Definiendo el Rumbo a través de Cambios Políticos y Corrientes G...

Insigneo Quarterly Call - Q1 2024

18 Jan 2024

Contributed by Lukas

Insigneo’s Investor’s Almanac for 2024: Navigating a Sea of Change - Charting the Course Through Policy Shifts and Geopolitical Currents - Is the...

Weekly Updates from the CIO Office (01.16.24)

16 Jan 2024

Contributed by Lukas

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Weekly Updates from the CIO (01.09.24)

09 Jan 2024

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Weekly Updates from the CIO (12.19.23)

19 Dec 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Speaker Series - Brendan Ahern

15 Dec 2023

Contributed by Lukas

Brendan Ahern is the Chief Investment Officer at KraneShares. Brendan joined KraneShares in 2013. Brendan leads the firm’s research and education ef...

Speakers Series - David Rubenstein

08 Dec 2023

Contributed by Lukas

Mr. Rubenstein is Co-Founder and Co-Chairman of the Board. He was elected to our Board of Directors effective July 18, 2011. Previously, Mr. Rubenstei...

Weekly Updates from the CIO (12.5.23)

05 Dec 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Speakers Series - José Siaba Serrate

01 Dec 2023

Contributed by Lukas

José Siaba Serrate Economist from Universidad de Buenos Aires and UCEMA. 2017 Konex Prize on Economic Analysis. Member of: Argentine Academy of Cap...

Weekly Updates from the CIO (11.28.23)

28 Nov 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Weekly Updates from the CIO (11.21.23)

21 Nov 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

PM Series - Alona Gornick (Churchill)

17 Nov 2023

Contributed by Lukas

Alona Gornick serves as a Managing Director, Senior Investment Strategist, and Co-Head of the Chicago Office for Churchill Asset Management. In her ro...

Speaker Series - Tom Harvey (Aberdeen)

10 Nov 2023

Contributed by Lukas

Tom Harvey is a Senior Equity Specialist at Aberdeen. Tom focuses on the firm's equity strategies. Prior to joining the company in February 2013, ...

Weekly Updates from the CIO Office (11.07.23)

07 Nov 2023

Contributed by Lukas

Listen to market and economic updates, from our CIO Office.

Weekly Updates from the CIO (10.31.23)

31 Oct 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Speaker Series - Andrew Opdyke (First Trust)

30 Oct 2023

Contributed by Lukas

Andrew is a Senior Economist and a member of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. econom...

Weekly Updates from the CIO (10.24.23)

24 Oct 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

PM Series - Brett Collins (NCRAM)

23 Oct 2023

Contributed by Lukas

Brett Collins, CFA is an Executive Director and Client Portfolio Manager at NCRAM. He rejoined the firm in July 2021 and covers US, European, and Glob...

Speakers Series - Alexander Wright (Apollo)

23 Oct 2023

Contributed by Lukas

Alexander Wright is Partner, Global Wealth Strategist in the Client and Product Solutions group at Apollo. Previously, Alexander was the Co-Head of Yi...

Weekly Updates from the CIO (10.17.23)

17 Oct 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Weekly Updates from the CIO (10.10.23)

10 Oct 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Speaker Series - Chris Simard (JP Morgan)

06 Oct 2023

Contributed by Lukas

Chris Simard, Executive Director, is an Investment Specialist in the Infrastructure Investments Group. In this role, he is responsible for capital rai...

Llamada Trimestral de Insigneo - T4 2023

05 Oct 2023

Contributed by Lukas

Entre más cambian las cosas, más permanecen iguales ‣ ¿Esta vez realmente es diferente? ‣ Determinando el momento de la próxima recesión en ...

Insigneo Quarterly Call - Q4 2023

05 Oct 2023

Contributed by Lukas

The more things change, the more they stay the same ‣ Is this time really different? ‣ Timing the next US recession ‣ Market implications ‣ こ...

Weekly Updates from the CIO (10.03.23)

03 Oct 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Weekly Updates from the CIO (09.26.23)

26 Sep 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Speaker Series - Jacques Marcireau (Rothschild)

25 Sep 2023

Contributed by Lukas

Jacques-Aurélien joined Edmond de Rothschild Asset Management in March 2009 as portfolio manager/analyst in the Global Equity team and has been the L...

Weekly Updates from the CIO (09.19.23)

19 Sep 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Speaker Series - David Albrycht (Virtus)

15 Sep 2023

Contributed by Lukas

Our speaker series this week features the highly anticipated discussion with David Albrycht, CFA, the president and chief investment officer of Newfl...

Speaker Series - Benoit Anne (MFS)

15 Sep 2023

Contributed by Lukas

Benoit Anne is a managing director in the Investment Solutions Group at MFS. He is a lead strategist focused on Fixed Income Solutions and Markets In...

Weekly Updates from the CIO (09.12.23)

12 Sep 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Market Commentary - México Lindo y Querido

11 Sep 2023

Contributed by Lukas

Macro Environment The peso The Fixed Income Market Nearshoring and the Equity Market

Comentarios de Mercado - México Lindo y Querido

11 Sep 2023

Contributed by Lukas

Entorno macroeconómico El Peso Mexicano El Mercado de Renta Fija Nearshoring y el mercado de Renta Variable

Weekly Updates from the CIO (09.05.23)

05 Sep 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Weekly Updates from the CIO (08.29.23)

29 Aug 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Speaker Series - François Collet (La Française)

28 Aug 2023

Contributed by Lukas

François holds a postgraduate degree from Paris Dauphine. François Collet began his career in 2003 at Natixis Asset Management as a bond fund manag...

Weekly Updates from the CIO (08.22.23)

22 Aug 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Weekly Updates from the CIO (08.15.23)

15 Aug 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Weekly Updates from the CIO (08.08.23)

08 Aug 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Comentarios de Mercado - Actualización del WEO

04 Aug 2023

Contributed by Lukas

Como es costumbre, a final de julio, el FMI publicó su actualización del World Economic Outlook, que sorprendió al mercado al presentar una perspec...

Market Commentary - The IMF’s WEO Update

04 Aug 2023

Contributed by Lukas

As is customary, at the end of July, the IMF published its update to the World Economic Outlook, which surprisingly portrayed a rosier outlook than pr...

Weekly Updates from the CIO (08.01.23)

01 Aug 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Weekly Updates from the CIO (07.25.23)

25 Jul 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Llamada Trimestral de Insigneo - T3 2023 "Latam Focus"

20 Jul 2023

Contributed by Lukas

Política e Inversiones: Las secuelas de la “marea rosa”. Cuando Lula ganó las elecciones presidenciales en octubre, se volvió una afirmación g...

Insigneo's Quarterly Call - 2023 Q3 "Latam Focus"

20 Jul 2023

Contributed by Lukas

Politics and Investments: The aftermath of the “pink tide” . When Lula won the presidential elections last October, it was a general statement tha...

Llamada Trimestral de Insigneo - T3 2023

20 Jul 2023

Contributed by Lukas

Actualización económica y de mercado Inversiones Privadas: ¿Panacea? Invirtiendo en IA: Más allá de MSFT, NVDA, yGOOGL

Insigneo's Quarterly Call - 2023 Q3

20 Jul 2023

Contributed by Lukas

Macro & Market Update Private Investments: Panacea? Investing in AI: Beyond MSFT, NVDA, and GOOGL

Weekly Updates from the CIO (07.11.23)

11 Jul 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Speaker Series - Gary Rozier from Blue Owl Capital

29 Jun 2023

Contributed by Lukas

Gary Rozier serves as Managing Director for the Oak Street division of Blue Owl Capital in its Chicago, IL office. Gary leads the Investor Relations a...

Weekly Updates from the CIO (06.20.23)

20 Jun 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Weekly Updates from the CIO (06.13.23)

13 Jun 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Weekly Updates from the CIO (06.06.23)

06 Jun 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Weekly Updates from the CIO Office (05.30.23)

30 May 2023

Contributed by Lukas

Listen to market and economic updates, from our CIO Office.

Weekly Updates from the CIO (05.23.23)

23 May 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Weekly Updates from the CIO (05.16.23)

16 May 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Weekly Updates from the CIO Office (05.09.23)

09 May 2023

Contributed by Lukas

Listen to market and economic updates, from our CIO Office.

Weekly Updates from the CIO (05.02.23)

02 May 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Weekly Updates from the CIO (04.25.23)

25 Apr 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Llamada Trimestral de Insigneo - T2 2023 "Latam Focus"

20 Apr 2023

Contributed by Lukas

- La situación política en Latam: nunca un día aburrido - Fintech en Latinoamérica: ¿Diamante en bruto? - Nearshoring y América Latina - Litio y...

Insigneo's Quarterly Call - 2023 Q2: "Latam Focus"

20 Apr 2023

Contributed by Lukas

- The political situation in Latam – never a dull day - Fintech in Latam: a diamond in the rough? - Nearshoring and Latin America - Lithium and Lati...

Weekly Updates from the CIO (04.18.23)

18 Apr 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Llamada Trimestral de Insigneo - T2 2023 "El auge de los disruptores"

14 Apr 2023

Contributed by Lukas

En esta conferencia trimestral abordaremos temas disruptivos como la inteligencia artificial y la fusión nuclear. ¿Cuáles son las oportunidades, ...

Insigneo's Quarterly Call - 2023 Q2 "The Rise of the Disruptors"

14 Apr 2023

Contributed by Lukas

In this quarterly conference, we will address disruptive themes like artificial intelligence and nuclear fusion. What are the opportunities, and how d...

Weekly Updates from the CIO (04.11.23)

11 Apr 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Weekly Updates from the CIO (04.04.23)

04 Apr 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Weekly Updates from the CIO (03.28.23)

28 Mar 2023

Contributed by Lukas

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Note From The CIO - Is there risk of contagion or systemic risk: SIVB 

14 Mar 2023

Contributed by Lukas

A discussion about what happened with Silicon Valley Bank, the risk of contagion to the financial system, and possible implications for the Federal Re...

Weekly Updates from the CIO Office (03.14.23)

14 Mar 2023

Contributed by Lukas

Listen to market and economic updates, from our CIO Office.