
White Paper series
By combining rigorous research with forward-looking perspectives, the series aims to provide investors with actionable insights and a clearer understanding of complex financial trends. Ultimately, these articles serve as a trusted resource to support strategic thinking, informed decision-making, and the development of resilient investment approaches for the future.

Santander Asset Management

Luiz Felix
Global Head of Asset Allocation

Francisco Simón
Head of Investment Strategy

Assessing Economic Cycles: A Structured Macroeconomic Framework (part I)


