Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.
Despite his controversial reputation, Jair Bolsanaro’s victory in the Brazilian election has been greeted with investor optimism. But the real test is yet to come – particularly regarding the crucial topic of pension reform.
Brazil’s election looks set to be one of the closest in decades. We explain what is at stake and why Brazilian financial markets are so volatile.
Quickview: Striking truck drivers are likely to further hamper a Brazilian economy already experiencing a slowdown in activity.
We analyse a busy period ahead for Latin American politics and how upcoming elections have potential to change the policy outlook and investment climate.
A solid global backdrop, improving fundamentals and relatively attractive income to drive continued, albeit more modest, gains in 2018 despite increased country divergence.