Fed: Fewer Cuts, More Caution
The Fed holds rates steady but now signals possible hikes. Understanding the Federal Reserve’s new message. What Changed in the Federal Reserve’s Latest Meeting The Federal Reserve left interest rates unchanged at a range of 3.50%–3.75%, but its message to markets shifted significantly. For the first time since 2025, policymakers removed expectations for rate cuts […]
Markets Between Resilience and Inflationary Pressure
Global Weekly Outlook Week of June 8–12 Persistent inflation and geopolitical tensions continue to shape markets The week was marked by higher inflation across several economies, energy-related pressures stemming from the Middle East conflict, and mixed growth signals. Despite these challenges, some sectors continue to demonstrate resilience, while investors remain focused on monetary policy decisions. […]
Venture Capital
Behind many of the companies transforming industries lies an earlier financing stage known as Venture Capital, an asset class that bets on innovation before it reaches public markets. An Introduction to a High-Growth Asset Class Venture Capital is an asset class focused on financing innovative companies in the early stages of growth before they become […]
Colombia Election 2026: Markets Focus on the Presidential Runoff
Colombia’s presidential election is headed to a runoff after a closer-than-expected first-round result. The outcome opens a new chapter for financial markets, which are now weighing the economic implications of each candidate more closely. A Highly Competitive First Round Sets the Stage for June 21 Colombia’s presidential election is headed to a runoff after a […]
Global Weekly Overview
Week of May 25–29 Markets remain resilient despite ongoing inflationary and geopolitical challenges Markets ended the week on a more constructive note, supported by moderating oil prices and strong corporate earnings. However, inflation remains above central bank targets, while geopolitical tensions continue to shape the global economic outlook. United States Markets advanced, supported by lower […]
Earnings
The S&P 500 posts its strongest earnings growth since 2021. Corporate results continue to surprise positively The Q1 2026 earnings season has delivered strong results for the S&P 500. With 94% of companies having reported, 84% exceeded earnings expectations and 81% beat revenue estimates. Annual earnings growth stands at 28.4%, the highest since 2021, while […]
Global Weekly Overview
Week of May 18 to May 22 A week marked by inflation pressures, rising rates, and mixed growth signals Markets are facing a more restrictive environment, with persistent inflationary pressures and rising interest rates. While some economies show resilience, others reflect a slowdown, amid ongoing geopolitical risks. United States Europe Japan China Argentina Brazil Mexico […]
Real Estate
Real estate remains a key building block of diversified portfolios. Understanding its fundamentals is essential to evaluating its role as an income generator and inflation hedge. A core asset class: fundamentals and key trends Real estate is an asset class based on investing in physical properties — such as residential, office, and logistics infrastructure — […]
Global Weekly Overview
Week of May 11 to May 15 A week marked by elevated inflation and mixed growth signals Recent data point to a backdrop of persistent inflation driven by energy and geopolitical tensions. Despite this, consumption remains resilient in some economies, while growth is losing momentum in others. United StatesInflation rises to 3.8% and PPI to […]
Global Outlook
April’s inflation data in the U.S. presents a mixed picture: rising prices alongside a consumer that, for now, is holding firm. U.S. inflation reaches highs while retail holds steady U.S. inflation accelerated to 3.8% year-over-year in April, its highest level since May 2023. While the energy sector drove much of the increase, core inflation also […]
