INTERNATIONAL STRATEGY

3 rotations in progress

Trends in investment flows support our main convictions regarding positioning for 2022, namely: OW in equities, UW in fixed income, and OW in commodities and markets outside the US.

Double Coffee

Rosanna's Choice

The new president of the Central Bank will face not only a short-term dilemma, but also a medium-term one.

PANDEMIC

The unusual incentives to get vaccinated against Covid

Want to win a cow? Get vaccinated.

U.S. debt reaches US$30 trillion (trillion)

Projections indicated that this level would be reached by the end of 2025.

February 17, 2022 - 4 years
Amazon: medicines delivered to your door (in the US, that is)

New option to simplify treatment follow-up

February 17, 2022 - 4 years
Do you know which region received the most investment from China in 2020 according to the Belt & Road Initiative (BRI) Plan?

The Belt and Road Initiative (BRI) is an ambitious infrastructure investment plan that China is financing and building in different regions around the world.

February 17, 2022 - 4 years