Valdivieso & Co. is an independent strategy and research firm founded by Sebastián Valdivieso to understand complexity, navigate uncertainty, and improve long-term judgement.
The firm is built on the conviction that markets and institutions cannot be understood through financial variables alone. Economic outcomes are shaped by the interaction of policy, incentives, human behaviour, and deeper structural forces, which means that sound judgement requires a wider perspective than the immediate movements of the market cycle.
Valdivieso & Co. brings that perspective to global macro research and strategic analysis. Its work is designed to identify the forces that matter most, distinguish enduring change from temporary noise, and develop clearer ways of thinking about uncertain environments.
The firm builds on more than fifteen years of experience in financial markets and macroeconomic analysis, including senior investment roles and extensive public commentary. That foundation now supports a broader intellectual and strategic agenda concerned with how complex systems evolve and how better decisions can be made within them.
Its purpose is straightforward: to help decision-makers understand their environment more clearly, preserve freedom of action under uncertainty, and make better long-term decisions.