From Factories to Algorithms: The Dematerialization of Value

For decades, a company’s value was tied to physical assets: factories, machinery, and infrastructure. Today, that logic has changed radically. In the digital economy, the true engine of growth is intangible assets capable of scaling globally, generating exponential advantages, and redefining the rules of competition and investment.

May 8, 2026 - 2 mess
International Equity Investment Opportunities: US Software Sector

The software sector has suffered the largest non-recessionary decline relative to the market. But according to market consensus estimates, the sector's fundamentals remain largely intact.

Febrero 20, 2026 - 5 mess