The resilience of international equities, a sustainable or temporary decoupling?

No correction has been observed so far in the equity market, despite technical indicators that the market is overbought and at all-time highs.

February 23, 2024 - 2 mess
Navigating U.S. Interest Rate Uncertainty

February 23, 2024 - 2 mess
Mexican exports to the U.S. exceed those of China for the first time in 21 years

The Mexican economy is one of the main winners in the trade war between the two global powers.

February 16, 2024 - 2 mess
Navigating the 2024 U.S. real estate market

The so-called Sun Belt concentrates the best investment opportunities.

February 2, 2024 - 3 mess
Outlook 2024

In our 2024 Asset Allocation Outlook, bonds emerge as a prominent asset class.

January 12, 2024 - 3 mess
The resilience of private debt in the U.S.

Despite its origins in a context of low interest rates, private debt has shown remarkable resilience in the face of challenging financial conditions.

January 5, 2024 - 4 mess
Dollar in downward trend: Factors and projections

Having seen levels of 780 in the first half of the year and with the Central Bank lowering rates ahead of the rest of the economies, we should see the exchange rate converge to the lower end of this year's range.

November 24, 2023 - 5 mess
A little help to fight inflation

Rising productivity in the U.S. labor market brings some relief to policymakers.

November 10, 2023 - 5 mess
Navigating the rate cycle

In the current environment, ETFs with fixed maturities emerge as a compelling option for those seeking predictable and stable returns over time.

November 3, 2023 - 6 mess
Side effects: the impact of the popularity of Ozempic & Co. on business and economy

Food sales could be affected by the proliferation of the new generation of anti-obesity drugs.

October 13, 2023 - 6 mess