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
Weekly Updates from the CIO Office (04.02.24) 02.04.2024 6:27
Listen to market and economic updates, from our CIO Office.
Weekly Updates from the CIO (03.26.24) 26.03.2024 5:17
Listen to market and economic updates, from our CIO Office.
Speaker Series - Art DeGaetano 25.03.2024 30:09
Mr. DeGaetano is the Chief Investment Officer and Founder of Bramshill Investments. Prior to founding Bramshill, in 2012, Mr. DeGaetano was a Senior Portfolio Manager at GLG Partners LP where he not only managed the predecessor to the Bramshill Income Performance Strategy, but also managed a levered US credit portfolio for the GLG Market Neutral Fund. Combined Mr. DeGaetano had approximately $375...
Weekly Updates from the CIO (03.19.24) 19.03.2024 5:23
Listen to market and economic updates, from our CIO Office.
Weekly Updates from the CIO (03.12.24) 12.03.2024 5:08
Listen to market and economic updates, from our CIO Office.
Weekly Updates from the CIO (03.05.24) 05.03.2024 4:01
Listen to market and economic updates, from our CIO Office.
Weekly Updates from the CIO (02.27.24) 27.02.2024 4:49
Listen to market and economic updates, from our CIO Office.
Weekly Updates from the CIO (02.20.24) 20.02.2024 6:36
Listen to market and economic updates, from our CIO Office.
Weekly Updates from the CIO (02.13.24) 13.02.2024 4:22
Listen to market and economic updates, from our CIO Office.
Speaker Series - Patrik Kauffmann 09.02.2024 29:52
Patrik Kauffmann is the CIO and Portfolio Manager for Aquila Asset Management based in Switzerland. He has built an impressive track-record by winning 3 times the Lipper Fund Awards in 2018, 2019 and 2020 with the Solitaire Global Bond Fund which currently holds a 5 Morningstar-Rating. He has 19 years of investment experience. Prior to co-founding Aquila Asset Management, he carried out several fu...
Weekly Updates from the CIO (02.06.24) 06.02.2024 4:49
Listen to market and economic updates, from our CIO.
Weekly Updates from the CIO Office (01.30.24) 30.01.2024 6:16
Listen to market and economic updates, from our CIO Office.
Speaker Series - Ben Hayward 26.01.2024 32:55
Ben is one of the founding partners of TwentyFour Asset Management (TwentyFour) and currently serves as its CEO. Since 2015, he has been a member of TwentyFour’s Executive Committee, which has the overall responsibility for the day-to-day running of the firm, and also sits on the Board of Directors which sets the overall direction, strategy and management of TwentyFour. He is also a member of the...
Weekly Updates from the CIO (01.23.24) 23.01.2024 5:16
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Insigneo Quarterly Call - Q1 2024 18.01.2024 29:57
Insigneo’s Investor’s Almanac for 2024: Navigating a Sea of Change - Charting the Course Through Policy Shifts and Geopolitical Currents - Is the Consensus Wrong Again? - Market Implications & Guidance - U.S. Exceptionalism: Will it Last? - Past Performance is Not a Guarantee of Future Results...or is it?
Llamada Trimestral de Insigneo - T1 2024 18.01.2024 41:07
El almanaque del inversionista de Insigneo para 2024: navegando un mar de cambio - Definiendo el Rumbo a través de Cambios Políticos y Corrientes Geopolíticas - ¿Se Equivoca el Consenso Otra Vez? - Contexto Macroeconómico - Implicaciones de Mercado y Asignación de Activos - Excepcionalismo en Estados Unidos: ¿Durará? - El rendimiento pasado no es garantía de resultados futuros... ¿O sí?
Weekly Updates from the CIO Office (01.16.24) 16.01.2024 5:01
Listen to market and economic updates, from our CIO Office.
Weekly Updates from the CIO (01.09.24) 09.01.2024 5:41
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (12.19.23) 19.12.2023 6:41
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Speaker Series - Brendan Ahern 15.12.2023 33:57
Brendan Ahern is the Chief Investment Officer at KraneShares. Brendan joined KraneShares in 2013. Brendan leads the firm’s research and education efforts and actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the asset management industry. Prior experience includes over ten years with Ba...
Speakers Series - David Rubenstein 08.12.2023 42:09
Mr. Rubenstein is Co-Founder and Co-Chairman of the Board. He was elected to our Board of Directors effective July 18, 2011. Previously, Mr. Rubenstein served as Co-Chief Executive Officer of Carlyle. Prior to forming Carlyle in 1987, Mr. Rubenstein practiced law in Washington, D.C. with Shaw, Pittman, Potts & Trowbridge LLP (now Pillsbury Winthrop Shaw Pittman LLP). From 1977 to 1981, Mr. Rub...
Weekly Updates from the CIO (12.5.23) 05.12.2023 4:11
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Speakers Series - José Siaba Serrate 01.12.2023 56:05
José Siaba Serrate Economist from Universidad de Buenos Aires and UCEMA. 2017 Konex Prize on Economic Analysis. Member of: Argentine Academy of Capital Markets Argentine Council of Foreign Relations (CARI) International Policy Institute of the Argentine Academy of Political and Moral Sciences Currently teaches at: Universidad de Buenos Aires Universidad del CEMA (UCEMA), Argentine Institute of Cap...
Weekly Updates from the CIO (11.28.23) 28.11.2023 5:21
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (11.21.23) 21.11.2023 5:40
Listen to market and economic updates, by our CIO Ahmed Riesgo.
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