About the author

Joaquin Thul

Joaquin Thul

Joaquin Thul is an Economist at EFG Asset Management, based in London since 2010.

 

Prior to joining the macro team in 2018, Joaquin worked as an Investment Analyst at EFGAM for the Long-only fund selection team and as an Analyst at EFG Private Bank Representative Office in Uruguay.

 

He also worked as a Consultant for the Inter-American Development Bank in Uruguay.

 

Joaquin holds a B.A. in Economics from ORT University Uruguay and a MSc. in Financial Economics from City University of London.

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Investment Insights • Infocus

Sector playbook ahead of the US Presidential election

Election years usually come with increased equity market volatility, particularly in the last quarter of the year. Investors are understandably eager to position themselves for different scenarios ahead of the election and the expected increase in uncertainty. In this InFocus, Economist Joaquin Thul reviews the sectors that could benefit in the event of a Trump or Harris win.

Joaquin Thul

1 min read

Investment Insights • MFN

Brazil’s fiscal problems could derail efforts to control inflation

Brazilian inflation has increased of late, prompting the central bank to start a new rate-hiking cycle. However, uncertainty over fiscal management could pose headwinds to the central bank effort to control inflation and stabilise the currency. In this Macro Flash Note, Economist Joaquin Thul explains the recent developments in Latin America’s largest economy.

Joaquin Thul

2 min read