Global Markets · Global Companies

What makes us different

The rigor of an investment committee, executed with discipline and free of personal bias.

Technology organizes, processes and never tires; the investment judgment and the final decision are human. Our proprietary infrastructure processes in hours what a traditional research desk would take weeks to do.

Investment committee

The decision does not rest on a single view or a single model. Each topic is analyzed from multiple angles (macro, equities, fixed income, risk) that are weighed against one another until a well-grounded view emerges. Disagreement is resolved with data, not hierarchy.

Real-time data

We draw in real time from the world's leading data sources: central banks, fixed-income curves, corporate fundamentals, institutional fund flows, valuations and volatility. We do not work with second-hand or outdated data.

Global research

We systematically process the specialized financial press and the research of the major global houses, the minutes of the leading central banks, analyst calls and the moves of the large funds. All of that intelligence, which no single professional could cover alone, is distilled and reaches the decision table in an orderly form.

Discipline and consistency

Every decision is documented together with its rationale. The process is systematic and repeatable: the same discipline is applied in each cycle, with no improvisation and no memory bias.

Stress testing

Before we recommend, we simulate. Each model portfolio is subjected to forward-looking scenarios and to replicas of historical crises (2008, 2020, the 2022 inflation shock) to quantify how much it could lose and under what conditions. Conviction backed by numbers, not narrative.

Quality control

Everything we publish is grounded in verifiable data. If a figure does not exist, it is not asserted.

What we produce

From the macro map to the executable instrument.

Data, a human committee and a council of AIs converge on an investment decision

Macro ReportThe map of the global and local economic cycle.
Sector and situational analysisA read by sector (technology, banking, energy, healthcare…) and of the current situation, drawing on the breadth of sources we follow.
Equities / Fixed IncomeThe "why" of each asset class.
Asset AllocationThe strategic allocation, with risk and scenario simulation.
Investment Decision TreeThe "what and how much": from asset allocation to the executable instrument (ETF, stock or bond) and to model portfolios by risk profile.
Daily reports (AM/PM)The pulse of the market each session, in text and in podcast form.
Stock selectionFundamental scoring, institutional flow signals and investment theses.

And a platform to run it

The advisor's CRM.

The research does not arrive as a loose document. Global Markets includes a platform where the advisor manages clients, profiles their risk and builds their portfolios, with the investment committee's recommendations integrated into the workflow. The research council's view reaches each model portfolio in an orderly form, ready to review with the client.

All in Spanish, with an investment-banking presentation standard.

Services

Outsource your research department.

Building and sustaining a research operation at this level demands talent, data and technology that few can maintain on a permanent basis. We already have it, and we make it available to other professionals.

For independent advisors

Deliver institutional-quality reports and model portfolios to your clients, under your own brand. Stop competing on information with the large houses: use ours.

For family offices

A complete research department, on demand, without the fixed structure. Macro view, asset allocation and risk control, with the memory and discipline of a formal committee.

For asset & wealth managers

Outsource your research in full or in part. From the daily intelligence feed to the complete monthly investment committee, with model portfolios by profile and scenario simulation.

From periodic reports to the support of the investment committee, in whatever format each professional needs. Let's talk.

Institutional research, augmented by artificial intelligence.