Market Views

Inversión sostenible: no sin el depositario

2020 nos ha dejado muchas cosas, algunas de ellas permanecerán para siempre, otras acabarán pasando con el tiempo y unas cuantas más se...

Heading toward the new normal

The title of this article may seem presumptuous in view of the gravity with which the third wave has hit us once again. It’s true that...

The Rise Of Homegrown Players Rewires Supply And Demand

China’s first-in, first-out case ensured its supply to the world undisturbed, enabling the country to take market share from others. Even...

Fixed Income Q1 2021 Market Outlook.Entering Into Vaccine-Driven Normalization

2020 closed with a diminishing risk premium, as vaccine hopes and expectations of a growth rebound solidify. Massive policy easing in...

The wave is here

And so the long-heralded wave has finally arrived. No, I’m not referring to the cold and snow that have wrought such havoc all over Spain...

“The market narrative has changed: caution is in the air”

Investors’ risk appetite has reduced and stock markets are drifting sideways, perhaps even encroaching on slightly negative ground. In an...

The Multi-Asset Perspective – January

China continues to be a favored destination for global investors, following its effective virus control, vigorous manufacturing...

2021: Just getting started or the end of the bitcoin rally?

A new year begins, and experts are divided over their forecasts for the fate of the world’s most famous cryptocurrency—bitcoin—with its...

A Polish Walmart in the making?

While China continues to dominate emerging market newsflow, there remain strong opportunities in other countries in the space. One...

2021: The Year Of Normalization

The year 2021 is poised for a restart. Vaccination and other signs of relief permit the world to start envisioning recovery beyond the...