Market Insights

Alona Gornick serves as a Managing Director, Senior Investment Strategist, and Co-Head of the Chicago Office for Churchill Asset Management. In her role, Alona provides meaningful investment insights across the private capital spectrum to the investment community, with a particular emphasis on the Private Wealth and Retail channel. Alona joined Churchill in 2017 as an Originator, developing relati...

Tom Harvey is a Senior Equity Specialist at Aberdeen. Tom focuses on the firm's equity strategies. Prior to joining the company in February 2013, he served as Vice President, Institutional Sales and Consultant Relations at Delaware Investments. In this role, he worked with institutional clients, prospects, and consultants in the eastern United States. Tom earned his bachelor's degree in hi...

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Listen to market and economic updates, by our CIO Ahmed Riesgo.

Andrew is a Senior Economist and a member of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years. At First Trust, Andrew is responsible for analyzing economic indicators, writing economic commentaries, and producing articles on the First Trust Economics Blog. Andrew provides research and analysis to Chief Economist...

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Brett Collins, CFA is an Executive Director and Client Portfolio Manager at NCRAM. He rejoined the firm in July 2021 and covers US, European, and Global High Yield, and Emerging Market Debt and Multi-Credit strategies. Prior to this role, Brett held a variety of positions at State Street Global Advisors, including Quantitative Equity Client Portfolio Manager and Chief Operating Officer of the firm...

Alexander Wright is Partner, Global Wealth Strategist in the Client and Product Solutions group at Apollo. Previously, Alexander was the Co-Head of Yield Products and a portfolio manager for Apollo's closed end funds, CLOs, and private BDC. Prior to joining in 2011, he was with GSC Group where he served in a variety of different roles, most recently as Chief Administrative Officer, Chief Finan...

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Chris Simard, Executive Director, is an Investment Specialist in the Infrastructure Investments Group. In this role, he is responsible for capital raising and advising clients for the firm’s infrastructure investment platform. Chris works with a variety of Institutions, with a specific focus on the United Kingdom, Northern Europe, the Middle East and the United States. Chris has spent the past 10...

Entre más cambian las cosas, más permanecen iguales ‣ ¿Esta vez realmente es diferente? ‣ Determinando el momento de la próxima recesión en Estados Unidos ‣ Implicaciones del mercado ‣ こんにちは (Kon’nichiwa), Japón! ‣ El problema taiwanés para China es estructural, no cíclico ‣ Mirando hacia las cruciales elecciones en EE. UU. de 2024 ‣ Evaluando el impacto económico y de mercado de la IA

The more things change, the more they stay the same ‣ Is this time really different? ‣ Timing the next US recession ‣ Market implications ‣ こんにちは (Kon’nichiwa), Japan! ‣ China’s Taiwan problem is structural, not cyclical ‣ Looking ahead to the seminal US 2024 election ‣ Gauging AI’s economic and market impact

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Jacques-Aurélien joined Edmond de Rothschild Asset Management in March 2009 as portfolio manager/analyst in the Global Equity team and has been the Lead Portfolio Manager of the EdR Big Data Fund since launch in August 2015. He is also the Equity Team global technology specialist. In 2019, he was appointed Co-Head of the Equity team. Jacques-Aurélien Marcireau is graduated from the Institut d’Etud...

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Our speaker series this week features the highly anticipated discussion with David Albrycht, CFA, the president and chief investment officer of Newfleet Asset Management, an affiliated manager of Virtus Investment Partners. Mr. Albrycht is the senior portfolio manager of several multi-sector fixed income strategies, some dating back to the early 1990s. In his role as CIO, Mr. Albrycht drives top-d...

Benoit Anne is a managing director in the Investment Solutions Group at MFS. He is a lead strategist focused on Fixed Income Solutions and Markets Insights. He is based in London and joined MFS in 2021. Previously, Benoit was in charge of asset allocation and market strategy at Liberty Mutual Investments, as a managing director based in Boston. He was also the global head of EM Strategy at Société...

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Macro Environment The peso The Fixed Income Market Nearshoring and the Equity Market

Entorno macroeconómico El Peso Mexicano El Mercado de Renta Fija Nearshoring y el mercado de Renta Variable

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Listen to market and economic updates, by our CIO Ahmed Riesgo.

François holds a postgraduate degree from Paris Dauphine. François Collet began his career in 2003 at Natixis Asset Management as a bond fund manager. He managed Natexis Oblivariable and set up Natexis Euro Inflation. In 2006, François joined La Française as Deputy Head of bond portfolio management, and more precisely in charge of the inflation theme. He managed five bond strategies with total ass...