Market Insights

Join our #QuarterlyConferenceCall on the outlook for the global economy and markets. We will address our outlook for the first quarter of 2022 for global assets, #LatinAmerica , and tackle big themes like #Balancedportfolios #China and #BigTech in the #US and #China .

Únase a nuestra #QuarterlyConferenceCall sobre las perspectivas de la economía y los mercados mundiales. Abordaremos nuestra perspectiva para el primer trimestre de 2022 para los activos globales, #AméricaLatina, y abordaremos grandes temas como #CarterasEquilibradas #China y #BigTech en los #EEUU y #China.

Market Commentary - November 2021

Comentarios de Mercado - Noviembre 2021: de LATAM y los efectos de la inflacion transitoria.

Escuche nuestra llamada trimestral (cuarto trimestre): Ahmed Riesgo, director de inversiones de Insigneo, comparte las perspectivas de la economía y los mercados mundiales. Abordamos nuestra perspectiva para el último trimestre de 2021 para los activos globales, América Latina, y grandes temas como las monedas de reserva y las grandes tecnologías en los EE. UU. Y China.

Listen in on our Quarterly Call (Q4) - Ahmed Riesgo, Chief Investment Officer at Insigneo shares the outlook for the global economy and markets. We address our outlook for the last quarter of 2021 for global assets, Latin America, and tackle big themes like reserve currencies and Big Tech in the US and China.

Lately, the political cliché of Afghanistan being the “graveyard of empires” has been thrown around quite wantonly. The political enemies of President Biden – both foreign and domestic – have alluded to the failed British excursions during the mid- and late-Nineteenth century, and the Soviet withdrawal in 1989 as historical precursors to this century’s failed American vicennium intervention. But a...

Últimamente, el cliché político de que Afganistán sea el “cementerio de los imperios” se ha difundido de manera bastante desenfrenada. Los enemigos políticos del presidente Biden – tanto en el ámbito internacional como en el local – han aludido a las expediciones británicas durante la mitad y el final del siglo XIX, así como la salida de la Unión Soviética en 1989 como precursores históricos de la...

La respuesta es, depende". Es un mercado híbrido que exhibe características EM y DM. Al modelar las acciones, las acciones chinas se comportan mucho más como los mercados emergentes, especialmente en los casos en que las decisiones políticas importan más que los fundamentos de la empresa o la industria ... Escuche este episodio para obtener más información.

Insigneo Monthly Commentary - August - English The answer is “it depends”. It is a hybrid market exhibiting both EM and DM characteristics. When modeling equities, Chinese stocks behave much more like emerging markets, especially in cases where policy decisions matter more than company or industry fundamentals... Listen to this episode to find out more.

A submarine’s military effectiveness has always depended on its ability to remain submerged and undetected. Surprisingly, the earliest vessels operated blindly under the sea, and until the twentieth century the only way for one to see was by surfacing. Of course, this revealed the submarine’s location to nearby vessels and conceded its invisibility. Since 1903, however, naval submarines have used...

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 the S&P 500’s rapid ascent last year was due to an expanding multiple. The US 10-year touched a cyclical and all-time low of 0.50% back in August. The equity risk premium, which refers to the excess return that investing in stocks provides over t...

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 of England, roared like a lion during his exchange with his young son-in-law, William Roper. The subject of their contention – Richard Rich, the man who would later betray Sir Thomas and become Lord Chancellor himself – asked the incorruptible Sir Thoma...

Our regular readers know that we believe a new economic and market cycle potentially began in late March when fiscal and monetary authorities around the world unleashed a tsunami of stimulus that bathed the world in liquidity and provided a fiscal backstop for low-income consumers and small businesses, the most impacted by the pandemic and subsequent lockdowns.