INTERNATIONAL STRATEGY

3 rotations in progress

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

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.

PANDEMIA

Rare incentives for Covid vaccination

Want to win a cow? Get vaccinated.

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

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

February 17, 2022 - 2 years
Amazon: medicines at the door (in the U.S., yes)

New option to make it easier to follow treatments

February 17, 2022 - 2 years
Do you know which region received the most investment in 2020 from China according to the Belt & Road Initiative (BRI) Plan?

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

February 17, 2022 - 2 years