Editor’s Letter
Dear Reader, In times of tumult, investors have tended to flee to safety in US assets. But today, amid relentless global instability, thatโs not happening. Why? For one thing, a US-led trade war has weakened the US dollar, while a bill for cutting taxes and raising spending is depressing demand for US Treasuries on concernsโฆ
COVER STORY
Q3 – LatAm Investment: A New Order
Latin American assets could benefit from heightened global turmoil as a trade war persists and as geopolitical flashpoints smolder.
Global Trade: A Perfect Storm
If anything is certain, Trumpโs tariffs are terrible for business. But the impact of trying to diversify away from the US is likely to be worse.
China-LatAm: Moment of Truth
Trade and investment between China and Latin America have boomed over the last two decades โ and despite the global geopolitical backdrop, this is likely just the beginning.
FEATURES
Oil and Gas: The Green Pause
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.
Sovereign Wealth: Development Finance’s New Frontier
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.
Parting Shot: The Upside of Trump 2.0
In an exclusive interview, Marcos Troyjo sheds light on how Donald Trumpโs already disruptive second term as the US president could affect Latin America.
