Macroeconomics
Code of the Market | Exchange Rate: Perspectives and Context
The exchange rate is at historic lows: we analyze what explains this and how an investor should position themselves today.
Latest episode · Ep. 04
Technology & Investment
Code of the Market | Artificial Intelligence: a new investment cycle
We analyze Artificial Intelligence as a new investment cycle and the layers where value is being created today.
All episodes
Geopolitics
Code of the Market | U.S./Israel vs Iran
In a context of high geopolitical uncertainty, we analyze why markets remain resilient, what lessons history provides, and how to strategically position an investment portfolio in this scenario.
Strategy
Code of the Market | 2026 Outlook
In this first episode of Code of the Market, we analyze what 2025 left in the global markets and what we can expect for 2026, addressing the economy, stocks, fixed income, risks and the outlook for Costa Rica with a strategic and long-term perspective.
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