Economic Outlook and Investment Opportunities.
- Date: Sept. 17, 2026 Time: 8:30 a.m. Location: Business School - 919 Luis de la Torre
How do financial markets actually process uncertainty? We will discuss this behavior and analyze the extent to which it deviates from intuition and classical theoretical models.
This talk offers an overview of the financial markets, focusing on the first half of 2026—a period marked by an ongoing geopolitical conflict, a change in leadership at the Federal Reserve System (Fed), and economic data with counterintuitive readings—which we will analyze using empirical evidence and data from primary sources.
The lecture will address specific historical cases and key concepts in economic and financial theory: the relationship between inflation and monetary policy, the fundamentals of portfolio diversification, and behavioral biases that affect decision-making. The goal is to bridge the gap between students’ theoretical training and its application to real-world investment decisions.
Exhibits
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Stefano, M.A. DragoHead of Investment Strategy at Puente Uruguay. Certified Public Accountant with a master’s degree in finance from Pompeu Fabra University (Spain).
has A proven track record in financial advisory services, capital markets, and international investment strategy.
Event Registration
- By invitation
- Advance registration is required