INSIGHTS AND DOCUMENTS

UPDATES FROM THE FINANCIAL WORLD

Frontier Markets Podcast Series

EPISODE 5 – IRAQ

We would like to introduce you to the fifth episode of our monthly Frontier Markets Podcasts Series, the focus of this episode is Iraq.

Global View

Number Crunching

Over the past two weeks the ECB and the Fed held their periodic meetings and they both reaffirmed that inflation is transitory, while economic growth may be more disappointing than expected.

Monthly Frontier Markets Report

STRATEGY PROFILE - MAY

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WANING STIMULUS

For more than a year now, consumers and businesses have benefited from unprecedented fiscal support, to the point that, as elaborated in previous publications, there has been an unusual event, namely an increase in disposable income during a recession.

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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.

Frontier Markets Podcast Series

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.

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...

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 astonishing accuracy,...