Podcast
11/10/25 Weekly Analysis
Global equities have experienced a week of corrections after months of almost uninterrupted gains. This is not a change in trend, but a natural pause in a market that, after a cycle of substantial gains, is beginning to show signs of exhaustion.
Podcast
10/02/25 Monthly analysis
The push for AI is consolidating megatrends in the fields of healthcare, energy, infrastructure and robotics. Our experts tell you all about it
Podcast
03/11/25 Weekly Analysis
The market's momentum remains unequivocally bullish. After several weeks in which economic data, central bank decisions, and the earnings season have painted a more predictable picture, investor sentiment remains optimistic. The “Goldilocks” narrative — that near-ideal balance between moderate growth, contained inflation, and predictable monetary policy — continues to be the guiding thread for global markets.
Podcast
10/27/25 Weekly Analysis
Markets ended the week on a constructive note, supported by a narrative that is starting to take shape: the soft-landing scenario is no longer just an expectation, but a reality increasingly confirmed by each new macroeconomic indicator.
Podcast
10/20/25 Weekly analysis
Recent weeks have brought some tension back to global financial markets. The combination of specific episodes in the US regional banking sector and the trade conflict between the United States and China have rekindled volatility. However, our interpretation is still that this environment reflects more noise than systemic risk
Podcast
10/13/25 Weekly Analysis
Beijing announced new export controls on essential elements for manufacturing semiconductors, batteries, wind turbines, and defense equipment, positioning China as a significant player with considerable influence over global industrial supply chains.
Podcast
10/6/25 Weekly analysis
A new wave of technology is crashing over us. Artificial intelligence is transforming the economy, society and our understanding of the world at an unprecedented pace.
Podcast
09/29/25 Weekly analysis
The current global macroeconomic context offers both optimistic and cautious perspectives. Yet, underlying this positive outlook are economic policy tensions and risks that could alter the situation in the coming months.
Podcast
09/22/25 Weekly analysis
The stock markets are experiencing a period of renewed optimism that has surprised many investors and analysts.
Podcast
10/02/25 Monthly analysis
The push for AI is consolidating megatrends in the fields of healthcare, energy, infrastructure and robotics. Our experts tell you all about it
