If an Iraq war scenario were to unfold in the early part of the year, it would probably be welcomed by the market. Especially once victory is attained, which I think it would.

Carlos Asilis

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The deal is a clear sign that it still pays to be overweight Mexico and we expect to see more upside.

— Carlos Asilis

If rates keep going higher, that will pose some problems to sizeable chunks of the stock market, particularly financials and other areas that are interest-rate sensitive.

— Carlos Asilis

It's not unexpected. We think it's a healthy move.

— Carlos Asilis

By introducing noise, they hope the adjustment will be smoother.

— Carlos Asilis

In that environment, it's only natural to expect the switch from labor into technology.

— Carlos Asilis