Insigneo
Market Insights
Explore our perspectives on global markets. Dive into market commentaries, CIO notes, and reports designed to help you understand the economic environment and what headlines are moving markets today. Important Disclosures: https://lp.insigneo.com/marketing-disclosures/
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Episodes
Llamada Trimestral de Insigneo - T2 2023 "El auge de los disruptores" 14.04.2023 45:06
En esta conferencia trimestral abordaremos temas disruptivos como la inteligencia artificial y la fusión nuclear. ¿Cuáles son las oportunidades, y cómo podemos invertir en ellas? ¿Cuáles son algunos de los peligros potenciales? Antes de concentrarnos en el segundo trimestre y en algunos de estos temas disruptivos, echaremos un breve vistazo, en retrospectiva, al primer trimestre. Divulgaciones...
Insigneo's Quarterly Call - 2023 Q2 "The Rise of the Disruptors" 14.04.2023 39:21
In this quarterly conference, we will address disruptive themes like artificial intelligence and nuclear fusion. What are the opportunities, and how do we invest in them? What are some of the potential pitfalls? Before we look forward to the second quarter and some of these disruptive themes, let's take a brief backward glance at the first quarter. Important Disclosures: https://bit.ly/Insigne...
Weekly Updates from the CIO (04.11.23) 11.04.2023 4:22
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (04.04.23) 04.04.2023 5:05
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (03.28.23) 28.03.2023 4:17
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Note From The CIO - Is there risk of contagion or systemic risk: SIVB 14.03.2023 18:59
A discussion about what happened with Silicon Valley Bank, the risk of contagion to the financial system, and possible implications for the Federal Reserve.
Weekly Updates from the CIO Office (03.14.23) 14.03.2023 3:50
Listen to market and economic updates, from our CIO Office.
Comentario de Mercado - Marzo 2023: El techo de la deuda: y ahora, ¿qué? 08.03.2023 12:31
Últimamente hemos visto una gran discusión alrededor del techo de la deuda estadounidense y las implica- ciones de un impago de Estados Unidos para el contexto macroeconómico y de inversión actual. Incluso si hay mucha incertidumbre y especulación alrededor del tema, intentaremos hacer nuestro mejor esfuerzo para destacar la línea de tiempo, los poten- ciales escenarios que podrían ocurrir...
Market Commentary - March 2023: The debt ceiling: now what? 08.03.2023 11:56
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 backdrop. Even if there is much uncertainty and speculation around the issue, let us do our best to highlight the upcoming timeline, the potential scenarios that could unfold if we breach it, and gauge any market or investment implications.
Weekly Updates from the CIO (03.07.23) 07.03.2023 4:14
Listen to market and economic updates, by our CIO Ahmed Riesgo.
De la Oficina del CIO - Recesión: aplazada, mas no cancelada 02.03.2023 7:08
• Las últimas publicaciones macroeconómicas de Estados Unidos sugieren que el crecimiento se mantiene boyante, dado que hay una resiliencia particular en el mercado laboral y una fortaleza en el sector de servicios. Desafortunadamente, un crecimiento sólido a su vez está aumentando las probabilidades de que la inflación sea persistente, ya que las últimas lecturas también han sorprendido al mercad...
Note from the CIO - Recession Deferred But Not Cancelled 02.03.2023 7:06
• Recent US economic data suggest that growth remains buoyant as there is particular resilience in the labor market and strength in services. Unfortunately, stronger growth is simultaneously raising the odds of persistent inflation as the latest figures have come in higher than expected as well. • In contrast, the feedback from companies during this current earnings season has been one of slowing...
Weekly Updates from the CIO (02.28.23) 28.02.2023 4:31
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (02.21.23) 21.02.2023 4:38
Listen to market and economic updates, by our CIO Ahmed Riesgo.
PM Series - James Johnstone (Redwheel) 14.02.2023 33:00
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 Redwheel Emerging and Frontier Markets strategies. He has 26 years of experience in investment management and research. Most recently he was a Senior Managing Director and Director of Investments at Everest Capital, since 2009, where he was respons...
Weekly Updates from the CIO (02.14.23) 14.02.2023 4:19
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (02.07.23) 07.02.2023 5:42
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (01.24.23) 31.01.2023 4:13
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Speaker Series - Art DeGaetano (Bramshill Investments) 30.01.2023 32:37
Art DeGaetano – is the Chief Investment Officer and Founder of Bramshill Investments. Before founding Bramshill, in 2012, Mr. DeGaetano was a Senior Portfolio Manager at GLG Partners LP where he managed the predecessor to the Bramshill Income Performance Strategy and a levered US credit portfolio for the GLG Market Neutral Fund. Combined, Mr. DeGaetano had approximately $375mm in asset...
Weekly Updates from the CIO (01.24.23) 24.01.2023 6:23
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Latam Focus: T1 2023 19.01.2023 15:38
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 en decadencia que aun así consiguió presionar la cadena global de suministro, y la implementación inminente de una política monetaria más restrictiva, tanto los bancos centrales como las economías tuvieron que ajustarse a esta realidad inesperada. ...
Latam Focus: Q1 2023 19.01.2023 14:40
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 still managed to strain the global supply chain, and the imminent implementation of a tighter monetary policy, central banks and economies had to adjust to this unexpected reality. Against this backdrop, investors were forced to accept a differ...
Llamada Trimestral T1 2023 - Perspectivas 2023: "Una historia en dos partes" 10.01.2023 1:00:04
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" 10.01.2023 48:33
A Look Back to 2022 and Implications Macroeconomic Forecasts Market Forecasts Geopolitical Outlook
Weekly Updates from the CIO (12.20.22) 20.12.2022 4:34
Listen to market and economic updates, by our CIO Ahmed Riesgo.
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