Author Archives: Rodrigo Amaral

As the carry trade unwinds and rates stay high, infrastructure sponsors across Latin America are turning to short-term loans. They are betting that cheaper money will come before the bill does.

After decades on the margins, Latin America and the Caribbean is emerging as a favored destination for risk-averse strategic investors. As geopolitical tensions rise — including the conflict in the Middle East — investors are spending billions on assets that promise steady, long-term returns.

For the past year, investors have been flocking to Latin America, drawn by high real interest rates, natural resources and improving fiscal discipline. But war in the Middle East has sent oil prices soaring and shaken markets worldwide. The question now is whether the region’s investment boom can survive the shock.

Instant transfers are gutting fee income — and reshaping banking across Latin America.