Carlos Mejia
Chief Investment Officer (Member of the Executive Committee)
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Oil prices have nearly doubled since the start of the coordinated attacks on Iran in February. Brent crude has risen sharply, climbing from around 60 dollars per barrel at the start of the year to around 110 dollars.
AI-driven optimism keeps markets buoyant, but stretched valuations and lingering global uncertainty remind investors to stay vigilant.
The US dollar may not appear on our asset allocation chart, yet it plays a powerful role in shaping portfolio outcomes.
The US ends its Liberation Day pause with new import tariffs on trading partners.
Markets have remained relatively calm despite the recent escalation in geopolitical tensions between Israel and Iran.
On the afternoon of Wednesday, April 9, President Trump announced a 90-day pause on reciprocal tariffs for countries not engaging in retaliatory measures, along with the temporary implementation of a 10% “baseline” tariff applied broadly.