Ballooning savings from young populations are raising the stakes for Latin America’s pension managers
Category: 2013 May / June
Debt: Chasing yield
Falabella became Chile’s first corporate borrower to sell a global peso transaction in late April, adding a $200 million-equivalent tranche to a $500 million dollar bond. The triple-B rated borrower […]
Debt investor scorecard: Beating the benchmark
Latin debt funds have had a solid run in recent years. But replicating record returns will prove ever more challenging
Equity investor scorecard: Bargain hunters
Not everyone has fallen in love with LatAm’s domestic demand story. For equity investors, finding the turning point is the route to success – even for unloved large caps
Brazilian investor scorecard: Sitting tight
Moves by Brazil’s central bank have kept investors on guard over the past year. The best performing domestic funds have anticipated rate changes – and see opportunities in a growing economy
High-Yield bonds: The looking glass
Cash is rushing into sub-investment grade debt amid low returns elsewhere. But as the market picks up, investors warn not all is what it seems
Venezuela: Stand and deliver
A narrow and disputed election win by Nicolás Maduro opens the way for greater changes in Venezuela’s economic management
Local Currency: Gaining currency
Investors continue to pile into local currency debt. But liquidity limits and strict investment criteria will keep the markets constrained
Local currency – Peru: Safety in numbers
Despite renewed fervor for the sol market, Peruvian companies are still looking further afield for liquid deals
Local currency – Mexico: Closer to home
A growing number of Latin American borrowers are looking to Mexico’s debt markets – the most sophisticated in the region – to raise financing