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
Latin America
10 articles
Argentina’s bet on itself pays off for investors
Argentina is coming back and investors should be paying attention
Latam trade: Another opportunity missed?
As China makes more strategic moves into Latin America the region’s governments need to address trade imbalances with the EU and the US
Argentina’s Milei faces narrow path to success
Investors are optimistic about Argentina’s prospects under Javier Milei, but serious challenges remain. Successfully tackling them will take a delicate balancing act
Brazil becomes a poster child for market uncertainty
Latin American giant presents a compelling investment case, but timing will be crucial
After landslide win, expect a more moderate Milei
Argentina’s president-elect secured victory in last weekend’s election on a platform of radical reform. Will his policies match his promises?
"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
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