The Absolute Silence | U.S. Elections.

With Donald Trump's victory, the federal debt continues to grow unchecked, a crucial issue that must be addressed.

November 8, 2024 - 1 year
"It's the economy, stupid."

The economy and an intensification of grassroots support would be some of the factors behind the historic win of now President-elect Donald Trump.

November 8, 2024 - 1 year
No surprises

As we and the market anticipated, the Central Bank Board unanimously decided at its October meeting to cut the monetary policy interest rate by 25 basis points, bringing it to 5.25%.

October 18, 2024 - 1 year
Note, we are still data-dependent

Economic uncertainty continues to weigh on investors' decisions and any misalignment in market projections could generate an adverse reaction. The Fed faces the challenge of maintaining the balance between growth and inflation.

October 11, 2024 - 1 year
Cuts here and cuts there

With the U.S. engaged in the rate adjustment process, our Central Bank will be able to continue its own adjustment process with a little more slack, so that the trajectory is more consistent with the weak macro scenario we face.

September 27, 2024 - 1 year
International Vision and Strategy

Yield curve disinvestment has historically been a signal indicating bad times for stocks, which argues for more defensive positioning.

September 13, 2024 - 1 year
New Releases Festival

It appears that the trend is rebounding and the market is ready to inject the liquidity it had been holding onto while waiting for better investment opportunities.

January 26, 2024 - 2 years
New home sales continue to decline in the U.S.

High mortgage rates are dampening demand.

December 1, 2023 - 2 years
Navigating the Interest Rate Cycle

In today's environment, fixed-maturity ETFs are emerging as a compelling option for those seeking predictable and stable returns over time.

November 3, 2023 - 2 years
Vision and Strategy

A more balanced global exposure and active management are recommended to address the risk of concentration in passive indices.

May 26, 2023 - 3 years