Market Insights
Market Insights
Insigneo
Get guidance on investments and the major structural factors behind your client's portfolios. Important Disclosures: https://bit.ly/InsigneoDisclosures
Weekly Updates from the CIO (10.17.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Oct 17, 2023
5 min
Weekly Updates from the CIO (10.10.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Oct 10, 2023
5 min
Speaker Series - Chris Simard (JP Morgan)
Chris Simard, Executive Director, is an Investment Specialist in the Infrastructure Investments Group. In this role, he is responsible for capital raising and advising clients for the firm’s infrastructure investment platform. Chris works with a variety of Institutions, with a specific focus on the United Kingdom, Northern Europe, the Middle East and the United States. Chris has spent the past 10 years working at J.P Morgan in both Asset Management and the Investment Bank. The fund is a diversified open-ended strategy that invests in private infrastructure equity and focuses on core assets where most of the return is cash yield. The IIF Team has over 15 years of operating experience, using scale, control positions and existing portfolio construction to reduce volatility and deliver stable cash yield. The fund has 26.8 billion in assets with 20 portfolio companies (783 assets).
Oct 6, 2023
21 min
Llamada Trimestral de Insigneo - T4 2023
Entre más cambian las cosas, más permanecen iguales ‣ ¿Esta vez realmente es diferente? ‣ Determinando el momento de la próxima recesión en Estados Unidos ‣ Implicaciones del mercado ‣ こんにちは (Kon’nichiwa), Japón! ‣ El problema taiwanés para China es estructural, no cíclico ‣ Mirando hacia las cruciales elecciones en EE. UU. de 2024 ‣ Evaluando el impacto económico y de mercado de la IA
Oct 5, 2023
48 min
Insigneo Quarterly Call - Q4 2023
The more things change, the more they stay the same ‣ Is this time really different? ‣ Timing the next US recession ‣ Market implications ‣ こんにちは (Kon’nichiwa), Japan! ‣ China’s Taiwan problem is structural, not cyclical ‣ Looking ahead to the seminal US 2024 election ‣ Gauging AI’s economic and market impact
Oct 5, 2023
36 min
Weekly Updates from the CIO (10.03.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Oct 3, 2023
4 min
Weekly Updates from the CIO (09.26.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Sep 26, 2023
4 min
Speaker Series - Jacques Marcireau (Rothschild)
Jacques-Aurélien joined Edmond de Rothschild Asset Management in March 2009 as portfolio manager/analyst in the Global Equity team and has been the Lead Portfolio Manager of the EdR Big Data Fund since launch in August 2015. He is also the Equity Team global technology specialist. In 2019, he was appointed Co-Head of the Equity team. Jacques-Aurélien Marcireau is graduated from the Institut d’Etudes Politiques de Lille and holds a Master’s degree in Economy and Financial Analysis from the Université de Lille 2. He is also a CFA charterholder.
Sep 25, 2023
28 min
Weekly Updates from the CIO (09.19.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.
Sep 19, 2023
5 min
Speaker Series - David Albrycht (Virtus)
Our speaker series this week features the highly anticipated discussion with David Albrycht, CFA, the president and chief investment officer of Newfleet Asset Management, an affiliated manager of Virtus Investment Partners. Mr. Albrycht is the senior portfolio manager of several multi-sector fixed income strategies, some dating back to the early 1990s. In his role as CIO, Mr. Albrycht drives top-down strategy for Newfleet’s investment platform, which includes multi-sector and dedicated sector strategies for high yield and bank loans.  Mr. Albrycht earned a B.A., cum laude, from Central Connecticut State University and an M.B.A., with honors, from the University of Connecticut. He began his career in the investment industry in 1985. 
Sep 15, 2023
31 min
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