Market Insights
Episodes
Comentario de Mercado - Marzo 2023: El techo de la deuda: y ahora, ¿qué?
08 Mar 2023
Contributed by Lukas
Últimamente hemos visto una gran discusión alrededor del techo de la deuda estadounidense y las implica- ciones de un impago de Estados Unidos par...
Market Commentary - March 2023: The debt ceiling: now what?
08 Mar 2023
Contributed by Lukas
Lately, much has been written and discussed about the looming debt ceiling and the implications of a US default for the current macro and investment b...
Weekly Updates from the CIO (03.07.23)
07 Mar 2023
Contributed by Lukas
Listen to market and economic updates, by our CIO Ahmed Riesgo.
De la Oficina del CIO - Recesión: aplazada, mas no cancelada
02 Mar 2023
Contributed by Lukas
• Las últimas publicaciones macroeconómicas de Estados Unidos sugieren que el crecimiento se mantiene boyante, dado que hay una resiliencia partic...
Note from the CIO - Recession Deferred But Not Cancelled
02 Mar 2023
Contributed by Lukas
• Recent US economic data suggest that growth remains buoyant as there is particular resilience in the labor market and strength in services. Unfort...
Weekly Updates from the CIO (02.28.23)
28 Feb 2023
Contributed by Lukas
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (02.21.23)
21 Feb 2023
Contributed by Lukas
Listen to market and economic updates, by our CIO Ahmed Riesgo.
PM Series - James Johnstone (Redwheel)
14 Feb 2023
Contributed by Lukas
James Johnstone is the portfolio manager for the Frontier Markets strategy at Redwheel. He also serves as a member of the investment committee for the...
Weekly Updates from the CIO (02.14.23)
14 Feb 2023
Contributed by Lukas
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (02.07.23)
07 Feb 2023
Contributed by Lukas
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (01.24.23)
31 Jan 2023
Contributed by Lukas
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Speaker Series - Art DeGaetano (Bramshill Investments)
30 Jan 2023
Contributed by Lukas
Art DeGaetano – is the Chief Investment Officer and Founder of Bramshill Investments. Before founding Bramshill, in 2012, Mr. DeGaetano was a ...
Weekly Updates from the CIO (01.24.23)
24 Jan 2023
Contributed by Lukas
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Latam Focus: T1 2023
19 Jan 2023
Contributed by Lukas
No es un secreto que el 2022 fue un año retador. En medio de un conflicto geopolítico inesperado que empañó la recuperación mundial, una pandemia...
Latam Focus: Q1 2023
19 Jan 2023
Contributed by Lukas
It is no secret that 2022 was a challenging year. Amid an unexpected geopolitical conflict that tainted the world’s recovery, a waning pandemic that...
Llamada Trimestral T1 2023 - Perspectivas 2023: "Una historia en dos partes"
10 Jan 2023
Contributed by Lukas
Una mirada al 2022 y sus implicaciones Pronósticos macroeconómicos Pronósticos de mercado Perspectivas geopolíticas
Quarterly Call Q1 2023 - Outlook 2023: "A Tale of Two Halves"
10 Jan 2023
Contributed by Lukas
A Look Back to 2022 and Implications Macroeconomic Forecasts Market Forecasts Geopolitical Outlook
Weekly Updates from the CIO (12.20.22)
20 Dec 2022
Contributed by Lukas
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (12.13.22)
13 Dec 2022
Contributed by Lukas
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Comentarios de Mercado - Diciembre
07 Dec 2022
Contributed by Lukas
Latam, sus matices políticos, y una potencial solución
Market Commentary - December
07 Dec 2022
Contributed by Lukas
Latam, its political nuances, and a potential solution
Weekly Updates from the CIO (12.06.22)
06 Dec 2022
Contributed by Lukas
Listen to market and economic updates, by our CIO Ahmed Riesgo.
De la Oficina del CIO - Autopsia post Fed: ¿Qué pasó? ¿Qué cambió?
04 Nov 2022
Contributed by Lukas
Estas son dos preguntas que los inversionistas deberían estarse haciendo después de la reunión de la Reserva Federal del miércoles. Los mercados d...
Note from the CIO - Post Fed Autopsy: What Happened? What Changed?
04 Nov 2022
Contributed by Lukas
These are the two questions that investors should be asking themselves after Wednesday’s FOMC meeting. The equity and rate markets rallied after the...
Weekly Updates from the CIO (10.25.22)
25 Oct 2022
Contributed by Lukas
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (10.18.22)
18 Oct 2022
Contributed by Lukas
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (10.11.22)
11 Oct 2022
Contributed by Lukas
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Llamada Trimestral 4T 2022 - "Por qué esta vez podría ser diferente"
06 Oct 2022
Contributed by Lukas
Decir que este año ha sido complicado para los inversionistas y para todos los que están involucrados con los activos financieros sería un eufemism...
Quarterly Call Q4 2022 - "How This Time May Be Different"
06 Oct 2022
Contributed by Lukas
To say that this year has been a difficult one for investors, professionals, and everyone else involved with financial assets would be a lexiconic cas...
Weekly Updates from the CIO (09.27.22)
27 Sep 2022
Contributed by Lukas
Listen to market and economic updates, by our CIO Ahmed Riesgo.
De Santos y Monstruos
02 Sep 2022
Contributed by Lukas
Putin erróneamente creyó que podría abrirse paso a través de una Blitzkrieg hasta Kyiv, y que las tropas rusas serían recibidas como liberta...
Of Saints And Monsters
02 Sep 2022
Contributed by Lukas
Putin erroneously believed that he could blitzkrieg his way to Kyiv and that Russian troops would be welcomed as liberators. The West now too mistaken...
Llamada Trimestral Q3 2022 - La palabra con ‘R’: ¿Rebote o Recesión? Esa es la cuestión
08 Jul 2022
Contributed by Lukas
Mientras los mercados lidiaban con la guerra en Ucrania y la postura cada vez más agresiva de los bancos centrales, el segundo trimestre del año res...
Quarterly Call Q3 2022 - The “R” Word: Recession or Rebound?
08 Jul 2022
Contributed by Lukas
As markets grappled with the ongoing war in Ukraine and increasingly hawkish global central banks, the second quarter of the year proved no less volat...
Market Commentary
03 Jun 2022
Contributed by Lukas
Repercussions of food inflation in Latin America
Comentarios de Mercado
03 Jun 2022
Contributed by Lukas
Repercusiones de la inflación de alimentos en América Latina
De la Oficina del CIO
02 Jun 2022
Contributed by Lukas
Navegando la volatilidad del mercado
Note From The CIO
02 Jun 2022
Contributed by Lukas
Navigating Market Volatility.
Llamada Trimestral 2T 2022 - La venganza de la geopolítica y el auge de la vieja economía
08 Apr 2022
Contributed by Lukas
El mundo ha cambiado dramáticamente desde la última vez que nos reunimos. Nuestras proyecciones también se han alterado como respuesta a este ca...
Quarterly Call Q2 2022 - The Revenge of Geopolitics & Rise of the Old Economy
08 Apr 2022
Contributed by Lukas
The world has changed dramatically since we last convened. Our projections have similarly been altered in response to this shifting global landscape, ...
De la Oficina del CIO
18 Mar 2022
Contributed by Lukas
Deliberaciones de la reunión del Comité de Inversiones
Note From The CIO
18 Mar 2022
Contributed by Lukas
Deliberations from the Q2 2022 Insigneo Investment Committee Meeting & Growth and Market Outlook
Note From The CIO - The Market Impact of Russian Aggression in Ukraine
25 Feb 2022
Contributed by Lukas
Ahmed Riesgo, as Insigneo’s CIO, oversees all the company’s research and investment functions. This includes investment strategy, devising and imp...
Quarterly Call Q1 2022 - The Catch-22 in 2022
18 Jan 2022
Contributed by Lukas
Join our #QuarterlyConferenceCall on the outlook for the global economy and markets. We will address our outlook for the first quarter of 2022 for glo...
Llamada Trimestral T1 2022 - La Trampa 22 en 2022
18 Jan 2022
Contributed by Lukas
Únase a nuestra #QuarterlyConferenceCall sobre las perspectivas de la economía y los mercados mundiales. Abordaremos nuestra perspectiva para el pri...
LATAM and The Effects of Transitory Inflation
08 Nov 2021
Contributed by Lukas
Market Commentary - November 2021
LATAM y Los Efectos de la Inflacion Transitoria
08 Nov 2021
Contributed by Lukas
Comentarios de Mercado - Noviembre 2021: de LATAM y los efectos de la inflacion transitoria.
Quarterly Call Q4 - Spanish
08 Oct 2021
Contributed by Lukas
Escuche nuestra llamada trimestral (cuarto trimestre): Ahmed Riesgo, director de inversiones de Insigneo, comparte las perspectivas de la economía y ...
Quarterly Call Q4 - English
08 Oct 2021
Contributed by Lukas
Listen in on our Quarterly Call (Q4) - Ahmed Riesgo, Chief Investment Officer at Insigneo shares the outlook for the global economy and markets. We ad...
Afghanistan and September Fireworks
01 Sep 2021
Contributed by Lukas
Lately, the political cliché of Afghanistan being the “graveyard of empires” has been thrown around quite wantonly. The political enemies of Pres...
Afganistán y los Fuegos Artificiales de Septiembre
01 Sep 2021
Contributed by Lukas
Últimamente, el cliché político de que Afganistán sea el “cementerio de los imperios” se ha difundido de manera bastante desenfrenada. Los ene...
Es China un Mercado Emergente o un Mercado Desarollado? Version Español
09 Aug 2021
Contributed by Lukas
La respuesta es, depende". Es un mercado híbrido que exhibe características EM y DM. Al modelar las acciones, las acciones chinas se comportan mucho...
Is China an Emerging Market or a Developed one? English Version
09 Aug 2021
Contributed by Lukas
Insigneo Monthly Commentary - August - English The answer is “it depends”. It is a hybrid market exhibiting both EM and DM characteristics. When m...
Surfacing and Assessing the Mid-Year Landscape
23 Jun 2021
Contributed by Lukas
A submarine’s military effectiveness has always depended on its ability to remain submerged and undetected. Surprisingly, the earliest vessels opera...
How Much is Too Much?
05 Mar 2021
Contributed by Lukas
Given that current and forward EPS estimates were cratering in 2020 due to the pandemic and subse-quent shutdowns, there is little doubt that much of ...
Give the Devil the Benefit of Law
17 Feb 2021
Contributed by Lukas
In the 1966 film adaptation of Robert Bolt’s A Man for All Seasons, the indelible Paul Schofield, who played Sir Thomas More, then Lord Chancellor o...
If you build it, will they come?
05 Feb 2021
Contributed by Lukas
Our regular readers know that we believe a new economic and market cycle potentially began in late March when fiscal and monetary authorities around t...