Made in America: the most promising sectors in U.S. manufacturing

According to Oxford Economics, this is not about a massive return of factories, but about consolidating advantages in strategic high-value industries.

August 22, 2025 - 10 mess
Who's buying this market: Understanding the retail buyer's influence on this U.S. rally

The participation of the retail investor in the U.S. market has become increasingly relevant in recent years. According to data from J.P. Morgan, retail already accounts for nearly 30% of the total market volume.

July 31, 2025 - 11 mess
Alternatives in the 401(k): a clue for Chile?

The flexibilization of the most popular pension plans in the U.S. reinforces a global trend: allowing workers to access, in a structured way, the benefits of alternative assets. In Chile, the creation of generational funds could be the starting point to move in the same direction and modernize the pension system with greater diversification and better return potential.

July 25, 2025 - 11 mess
International Fixed Income Strategy

Rate declines yes, but not as fast and not as steep.

July 4, 2025 - 1 year
International Vision and Strategy

Trust is hard to regain once lost. Will it be different this time?

April 25, 2025 - 1 year
The new economic order

Can the United States continue to finance the world at the expense of its productive backbone? If there is no restructuring, the alternative path is attrition and loss of influence.

April 25, 2025 - 1 year
Who's in charge in the U.S.?

The real power is not in Washington or New York. You can't challenge the bond market without consequences.

April 11, 2025 - 1 year
The impact of the Trump administration on the U.S. housing market.

Reforms in zoning regulations, building permits, and environmental regulations could speed up the development of new residential and commercial projects. However, other factors could offset these benefits.

April 4, 2025 - 1 year
U.S. U.S. and Trends for the Real Estate Market

With the economy gradually recovering, albeit with uncertainty as to the speed of interest rate reductions, 2025 promises to be a pivotal year for the real estate industry.

February 14, 2025 - 1 year
Betting on a common currency, BRICS+ vs. dollar?

The potential common currency of emerging economies challenges the supremacy of the dollar. What repercussions would this move have on global financial markets?

December 6, 2024 - 1 year