Explore Every Angle

Geopolitical tensions are driving a shift toward modern mercantilism, reshaping markets and investor strategy.

Argentina Week left us with a renewed sense of confidence that the country is entering a structural turning point after decades of volatility.

Pairing the cyclical trade with continued exposure to AI growth seems like a reasonable way to navigate the market’s current distortions.

Investors may consider beyond short-term tactical investing to focus on themes with strategic implications like defense, cybersecurity, and U.S. energy.

Colombia appears priced for pessimism, but upcoming elections and regional recovery potential could create a compelling opportunity for investors.