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 (08.22.23) 22.08.2023 4:55
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (08.15.23) 15.08.2023 4:40
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (08.08.23) 08.08.2023 5:31
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Comentarios de Mercado - Actualización del WEO 04.08.2023 10:25
Como es costumbre, a final de julio, el FMI publicó su actualización del World Economic Outlook, que sorprendió al mercado al presentar una perspectiva más optimista de lo esperado anteriormente, aunque aún mantuvo un tono de cautela. Revisemos los puntos principales del informe, los cambios en las proyecciones de crecimiento, y nuestro análisis del reporte.
Market Commentary - The IMF’s WEO Update 04.08.2023 10:03
As is customary, at the end of July, the IMF published its update to the World Economic Outlook, which surprisingly portrayed a rosier outlook than previously expected, but still retained a tone of caution. Let us revise the main points of the report, the changes to its growth forecast, and our take on the report.
Weekly Updates from the CIO (08.01.23) 01.08.2023 3:43
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (07.25.23) 25.07.2023 5:16
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Llamada Trimestral de Insigneo - T3 2023 "Latam Focus" 20.07.2023 13:41
Política e Inversiones: Las secuelas de la “marea rosa”. Cuando Lula ganó las elecciones presidenciales en octubre, se volvió una afirmación generalizada que América Latina se “había vuelto rosa”. Lo anterior, dado que la mayoría de los gobiernos de la región ahora eran de izquierda. La primera vez para algunos, un viejo conocido para otros – el sentimiento generalizado en el entorno de los invers...
Insigneo's Quarterly Call - 2023 Q3 "Latam Focus" 20.07.2023 13:13
Politics and Investments: The aftermath of the “pink tide” . When Lula won the presidential elections last October, it was a general statement that Latin America had “turned pink.” This was underscored by the fact that left-leaning heads of state now controlled most governments in the region. A first for some, an old acquaintance for others – the overall feeling across the investment landscape was...
Llamada Trimestral de Insigneo - T3 2023 20.07.2023 43:25
Actualización económica y de mercado Inversiones Privadas: ¿Panacea? Invirtiendo en IA: Más allá de MSFT, NVDA, yGOOGL
Insigneo's Quarterly Call - 2023 Q3 20.07.2023 41:17
Macro & Market Update Private Investments: Panacea? Investing in AI: Beyond MSFT, NVDA, and GOOGL
Weekly Updates from the CIO (07.11.23) 11.07.2023 5:03
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Speaker Series - Gary Rozier from Blue Owl Capital 29.06.2023 32:10
Gary Rozier serves as Managing Director for the Oak Street division of Blue Owl Capital in its Chicago, IL office. Gary leads the Investor Relations and Institutional Marketing team for Oak Street, responsible for investor communications, capital raising, and client servicing. He also serves on the investment committee for the Net Lease strategies. Gary served as Senior Vice President at Ariel Inv...
Weekly Updates from the CIO (06.20.23) 20.06.2023 6:46
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (06.13.23) 13.06.2023 4:03
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (06.06.23) 06.06.2023 5:36
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO Office (05.30.23) 30.05.2023 3:52
Listen to market and economic updates, from our CIO Office.
Weekly Updates from the CIO (05.23.23) 23.05.2023 5:34
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (05.16.23) 16.05.2023 4:19
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO Office (05.09.23) 09.05.2023 3:01
Listen to market and economic updates, from our CIO Office.
Weekly Updates from the CIO (05.02.23) 02.05.2023 5:05
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Weekly Updates from the CIO (04.25.23) 25.04.2023 4:05
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Llamada Trimestral de Insigneo - T2 2023 "Latam Focus" 20.04.2023 39:54
- La situación política en Latam: nunca un día aburrido - Fintech en Latinoamérica: ¿Diamante en bruto? - Nearshoring y América Latina - Litio y América Latina
Insigneo's Quarterly Call - 2023 Q2: "Latam Focus" 20.04.2023 37:35
- The political situation in Latam – never a dull day - Fintech in Latam: a diamond in the rough? - Nearshoring and Latin America - Lithium and Latin America
Weekly Updates from the CIO (04.18.23) 18.04.2023 4:03
Listen to market and economic updates, by our CIO Ahmed Riesgo.
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