Opportunities abound for active bond investors
Global policy uncertainty and the changing contours of globalization create fertile ground for active emerging and frontier market bond investors
7 articles
Brazil becomes a poster child for market uncertainty
Latin American giant presents a compelling investment case, but timing will be crucial
"Higher for longer" US rates threaten LatAm recovery
Interest rates across Latin America are likely to fall fast, but the positive impact might be muted
Argentina highlights Latin America’s struggle for progress
Javier Milei’s libertarian revolution for Argentina is the old populism with a different look
Guest Post: 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
Political moderation sets stage for a growth resurgence in Latam
After a concerted lurch to the left, Latin America appears to be drifting back to the political center—potentially drawing interest from foreign investors
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
Despite 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