Brazil

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Informes de mercado (en inglés)

27FEB. 2019

Why the outlook for Latin American stocks is improving

Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.

Thought Leadership (en Inglés)

04DIC. 2018

Thought Leadership

04DIC. 2018

2018

SEPTIEMBRE

06SEP. 2018

Informes de mercado

Diez acontecimientos que los inversores deben tener en cuenta de cara al último trimestre de 2018

En vista de que el último trimestre de 2018 se acerca a pasos agigantados, analizamos los acontecimientos futuros que resultarán clave para los inversores.

2017

DICIEMBRE

07DIC. 2017

Análisis macro

Brazil rates sink to record low

Quickview: Central bank signals easing cycle is near its end.

05DIC. 2017

Informes de mercado (en inglés)

Outlook 2018: Emerging markets debt relative

A solid global backdrop, improving fundamentals and relatively attractive income to drive continued, albeit more modest, gains in 2018 despite increased country divergence.

05DIC. 2017

Informes de mercado (en inglés)

Outlook 2018: Emerging market equities

We believe the outlook for emerging market equities remains positive, albeit we expect returns to be more modest in 2018.

OCTUBRE

09OCT. 2017

Informes de mercado (en inglés)

Why economic growth has been a mirage for emerging market investors

The link between emerging market companies' earnings and GDP growth is tenuous. We explain why investors are better off focusing on fundamental analysis of individual companies.

09OCT. 2017

Thought Leadership (en Inglés)

Why economic growth has been a mirage for emerging market investors

The link between emerging market companies' earnings and GDP growth is tenuous. We explain why investors are better off focusing on fundamental analysis of individual companies.

04OCT. 2017

Informes de mercado (en inglés)

Is the emerging markets revival sustainable?

In this in-depth Q&A, our panel of experts discuss the outlook for emerging market assets, from both a bonds and equities point of view.