Opinion: Brazil as a case study for market uncertainty
The Latin American giant presents a compelling investment case, but timing will be crucial
José Martinez Sanguinetti
High US rates threaten to constrain LatAm recovery
Interest rates across Latin America are likely to fall fast, but the positive impact might be muted, writes José Martinez Sanguinetti, who manages a $3.5 billion global portfolio as chief investment officer at Rimac Seguros
Opinion: Argentina highlights Latin America’s struggle for progress
Javier Milei’s libertarian revolution for Argentina is the old populism with a different look, writes José Martinez Sanguinetti, who manages a $3.5 billion global portfolio as chief investment officer at Rimac Seguros.
Stage set for growth resurgence in Latin America
After a concerted lurch to the left, Latin America appears to be drifting back to the political center—potentially drawing interest from foreign investors, writes José Martinez Sanguinetti, who manages a $3.5 billion global portfolio as chief investment officer at Rimac Seguros.
Lula set to blaze a new trail for Latin American leaders
As political turmoil and social unrest spread throughout Latin America, pragmatism is needed to confront populist extremism and find a long-term solution, writes José Martinez Sanguinetti, who manages a $3.5 billion global portfolio as chief investment officer at Rimac Seguros.
Despite newfound optimism, clouds gather over Latin America’s future
Market dynamics are posing challenges to Latin America’s economies that look eerily like those that triggered major crises in the past, writes José Martinez Sanguinetti, who manages a $3.5 billion global portfolio as chief investment officer at Rimac Seguros.
