
INSIGHTS AND DOCUMENTS
UPDATES FROM THE FINANCIAL WORLD
Global View
HERE TO STAY
Several important inflation figures have been released in the past couple of weeks, but all of them were quickly branded by the Fed as transitory and/or due to the base effect, and markets quietly followed suit. Let's carefully and objectively review those data.
25 May 2021
Serie Podcast Mercati di frontiera
EPISODE 4 – URUGUAY
We would like to introduce you to the fourth episode of our monthly Frontier Markets Podcasts Series, the focus of this episode is Uruguay.
20 May 2021
Global View
TURNING TIDE
"Elevated valuation pressures are signaled by asset prices that are high relative to economic fundamentals or historical norms and are often driven by an increased willingness of investors to take on risk. As such, elevated valuation pressures imply a greater possibility of outsized drops in...
10 May 2021
Global View
Sell in May and go away?
A little over a year ago, financial markets bottomed out as the world was just beginning its long journey through the pandemic. At that time, everything seemed terrible. Yet, since then, the equity and credit markets have been able to anticipate what would happen with...
28 Apr 2021
Serie Podcast Mercati di frontiera
EPISODE 3 – UGANDA
We would like to introduce you to the third episode of our monthly Frontier Markets Podcasts Series, the focus of this episode is Uganda.
22 Apr 2021
Global View
THE MOMENT OF TRUTH
For several months now, the market has been aware that the coming months are the ones that will be the most insidious for inflation and interest rates.
14 Apr 2021
Global View
HIDDEN VALUE
“It is not the strongest of the species that survives, nor the most intelligent; it is the one most adaptable to change". While there is ample debate as to whether Darwin actually said this phrase or not, its meaning is unquestionably true. And financial markets are no exception.
31 Mar 2021
Serie Podcast Mercati di frontiera
EPISODE 2 – UZBEKISTAN
We would like to introduce you to the second episode of our monthly Frontier Markets Podcasts Series, the focus of this episode is Uzbekistan.
19 Mar 2021
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