Corrections
Market declines are part of investing; disciplined reactions can make the difference. Keys to staying on course when markets decline. Perspective and Discipline During Volatility Market declines are inevitable and often lead to impulsive decisions. However, history shows that corrections have been temporary and followed by recoveries. Maintaining a defined strategy, diversifying, and avoiding attempts […]
Inflation
Lower energy prices eased inflation, but risks remain. Inflation slowed more than expected in June. Inflation Eases, but Uncertainty Remains Inflation in the United States surprised to the downside in June, easing to 3.5% year over year, down from 4.2% in May and below the 3.8% consensus forecast. On a monthly basis, the Consumer Price […]
Earnings Season
Technology leads revisions as markets anticipate another double-digit earnings quarter. Corporate earnings continue to surprise to the upside. Q2 expectations point to another solid quarter The second-quarter earnings season begins with stronger-than-usual expectations. Following a first quarter in which nearly 85% of S&P 500 companies exceeded earnings estimates, analysts have revised their Q2 forecasts upward, […]
Artificial Intelligence
Artificial intelligence is redefining tasks, processes, and opportunities. AI will transform industries, but human talent will remain essential. How AI Is Changing the Way We Work Artificial intelligence is beginning to transform the way we work by automating repetitive tasks and accelerating processes. However, history shows that major technological innovations tend to create new opportunities […]
Hedge Funds
An introduction to a strategy focused on flexibility and risk management. Understanding the role of hedge funds in a portfolio. How They Seek Returns Across Different Market Environments Hedge funds are investment vehicles designed to generate returns through a wide range of strategies, going beyond simply buying stocks or bonds. Unlike traditional investments, they can […]
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 […]
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 […]
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 […]
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 — […]
