Latin American assets could benefit from heightened global turmoil as a trade war persists and as geopolitical flashpoints smolder.

If anything is certain, Trump’s tariffs are terrible for business. But the impact of trying to diversify away from the US is likely to be worse.

Trade and investment between China and Latin America have boomed over the last two decades – and despite the global geopolitical backdrop, this is likely just the beginning.

After years of pursuing a transition to clean energy, Latin American hydrocarbons producers are once again prioritizing raising funds to boost output. Yet cutting emissions is still key for future earnings growth.

After years of simply saving, sovereign wealth funds can do and earn a lot more, including by financing projects for the long-term development of their countries. But big hurdles stand in the way, including political will — as well as public support.

In an exclusive interview, Marcos Troyjo sheds light on how Donald Trump’s already disruptive second term as the US president could affect Latin America.