Is this the ‘secret sauce’ in the region’s recovery?
Tag: Latin America
Emerging markets and ESG do mix
Despite often starting at a lower base level in terms of ESG profile, EM issuers tend to be more receptive to engagement on ESG topics
Can South American trade deal boost Europe?
EU close to deal with South American trading bloc Mercosur but underlying weakness remains, says Handelsbanken
‘Brazil could be a major outperformer in 2019’
Markets have rallied since election, but concerns remain about Brazil’s controversial new president
The prospects for Mexico under president Amlo
New government has given market mixed messages. Should investors increase or decrease exposure?
How should European fund selectors view Latin America within EM?
Latin America outperformed emerging markets in 2018 and it’s ‘very likely it will continue to outperform next year’
Latam rebound lifts Spanish earnings
Growth in Brazil, Argentina and Mexico and steady domestic economy boosts Spanish corporates Q1 results.
Spanish equities to reap Latam recovery
Investors should set aside Catalonia fears and focus on Spanish corporates’ exposure to rebounding economies in Brazil and Argentina, says expert.
Spectre of left looms over Latam funds
Latin American equity funds have posted solid returns over the last three years on the back of re-bounding commodity prices and Brazil’s return to growth. But elections in three of the region’s largest economies this year could have a significant impact on their prospects.
Are regional emerging market funds making a comeback?
Emerging market equities is one of the few asset classes where investors are still seeing value, but as the asset class makes a comeback investors have different takes on whether to allocate to regional funds or leave geographical allocation to portfolio managers.
