Market Insights

Insignio’s Q2 2026 call centers on whether energy and commodity flows through the Strait of Hormuz stay intact enough to avoid a U.S.

In Insigneo's Q1 2026 quarterly call, presenter Ahmed argues asset management should shift from measuring 'net assets' to 'net years,' framing longevity as a first-person financial risk rather than just a demographic trend, and introduces the equation 'wealth equals money over time over health.' He sets 2026 year-end market targets of S&P 500 at 7,600, gold at $4,800, and bitcoin at $120,000, alongside a US recession probability of roughly 15% over six months and 30% over twelve months.

Insignio kicks off its 2026 quarterly call from Punta del Este, Uruguay, opening with a keynote arguing that rising longevity, not just market cycles, should reshape portfolio construction around a 'wealth equals money times time times health' framework.

Insigneo's quarterly call pivots to Q&A to address client concerns about market uncertainty due to Trump's tariff policies.

Insigneo’s Q2 2026 call, titled "Oportunidades de Segundo Orden," centers on Hormuz, Brent near $100, and a U.S.

CIO office provides weekly market update focusing on Iran conflict impact on oil and equities.

CIO discusses market weakness, Iran deadline, and potential for an off-ramp in negotiations.

A market update discussing the impact of shifting perceptions on the Iran conflict and its effect on global risk assets.

Market Insights analiza cómo el conflicto con Irán y los flujos por el Estrecho de Hormuz podrían afectar crecimiento, inflación y mercados, con una probabilidad subjetiva de recesión estadounidense que sube de 20% a 35%.

Insignio's Q2 2026 call, Second Order Opportunities, argues that the Strait of Hormuz matters more than the Iran conflict headline because continued oil and commodity flow is the difference between a temporary shock and a recession.

CIO office weekly update covering market risk-off tone, energy volatility, and Fed policy expectations.

A market update discussing oil price movements due to geopolitical tensions between Israel and Iran, including the elimination of an IRGC leader and retaliatory attacks on refineries.

Ahmed opens with 2026 market odds, saying the S&P 500 is up 18% and the ACWI is up 30% while he sees "end of cycle, no recession." His main frame is that asset management must move from "net assets" to "net years," because healthy and financed lives can now run 30 or 35 years.

Insigneo's Q1 2026 quarterly call discusses the possibility of continued market upside despite negative expectations, focusing on right tail risk.

Insigneo's quarterly call discusses the impact of Trump's pressure on the Federal Reserve and argues that concerns about central bank independence are exaggerated.