Year-end balance sheets

Year-end balance sheets

As usual, the end of the year is always a good opportunity to take stock and help set the course for the coming months. We too are doing our bit by identifying what we believe to be the most important issues (both positive and negative) from an economic and financial...
A digital year

A digital year

After years of caution towards cryptocurrencies, the main players in traditional finance (commonly referred to as “TradFi” by the crypto community) are revolutionizing the market, introducing innovative digital products and attracting new groups of...
Private debt: a common problem

Private debt: a common problem

In our previous Insight, we emphasised that US insurance companies were among the main investors in private credit, highlighting a dangerous systemic risk. Global life insurance companies manage approximately $25-30 trillion in AUM, representing around 8% of global...
COP30: a hot takeaway

COP30: a hot takeaway

Let’s not beat around the bush: COP30, the United Nations-sponsored global climate change conference hosted in Brazil, was a flop.The hottest year on record, 2024, floods and fires call for increasingly urgent and effective action, says André Corrêa do Lago,...
The ‘sparkle’ is not enough

The ‘sparkle’ is not enough

There is one element that has caught our attention in recent days, as well as that of gold negotiators globally. China’s undeclared gold purchases could be more than 10 times higher than official figures, as China quietly seeks to diversify its investment away...