Lending activity likely will be brisk in the first quarter of 2026, as companies take advantage of lower borrowing costs to cover their funding needs for the year and avert any tension ahead of elections in key markets.
Category: Magazine
LAC-GGG: Buying the Breadbasket
With domestic food production limited by climate and water scarcity, Gulf states are investing billions in Latin America’s agribusiness sector — from Brazilian beef and Chilean fruit to logistics and ag-tech — to secure long-term supplies and control global food chains.
Bonds
Latin American bond issuance surged in 2025 as declining US interest rates encouraged investors to look to the region for higher yields. This boom is expected to continue in the first quarter of 2026, analysts say.
LAC-GCC: Shopping for Growth
As Gulf investors deepen their presence in Latin America, retail is emerging as a new frontier — offering scale, cash flow and exposure to long-term consumer trends.
LAC-GCC: Energy Investment Comes On Stream
Given their expertise, energy is a major target for investors from the Gulf in Latin America, including natural gas, green hydrogen and solar power.
LAC-GCC: The Infrastructure Play
Gulf investors and operators are expanding their footprint in Latin American ports, bridges and roads, betting on scale, stability and trade growth.
LAC-GCC: A Capital Agenda
Flush with capital and with a mandate to diversify, Gulf sovereign and private investment is moving beyond traditional markets and into Latin America and the Caribbean. From energy and infrastructure to food security and consumer sectors, the region is emerging as a strategic testing ground for a new phase of Gulf global investment.
The Brazilian paradox
Brazil’s economic outlook looks positive even as its fiscal trajectory appears unsustainable. That tension is sharpening investor focus on the 2026 presidential race. Lula may be polling well, but voters are weighing concerns well beyond the economy.
Mexico doubles down on equity bet
As interest rates fall and investors rotate out of fixed income, a new wave of IPOs is testing whether Mexico’s equity revival can last.
Digital Finance: The Price of Free
Instant transfers are gutting fee income — and reshaping banking across Latin America.
