With macroeconomic factors leaving Latin America out of favor, bond investors are turning to ever-more selective strategies. By Eduardo García
Category: 2015 May / June
Posted inMagazine
Brazil scorecard: Against the odds
With inflation high and interest rates steadily increasing, fund managers in Brazil face altogether different problems to their developed market peers. A focus on quality is critical, the top managers say. By Rodrigo Amaral
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Chilean economy: Dented hopes
After business confidence took a knock from sweeping tax reforms, Chile’s long-term success hinges on how the government deploys its new revenues. By Phil Thornton
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Codelco: After the boom
Across Latin America, mining companies are reeling from the crash in commodity prices. In Chile, that’s pushing Codelco to step up its defensive strategy. By Jennifer P. Roig
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Rodrigo Vergara: Adjusting to the new global economy
Reforms in Chile are adding to headwinds from lower commodity prices and changing US monetary policy. But a strong macroeconomic framework has set the country up for success, writes Rodrigo Vergara M.
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Chilean infrastructure: In search of buyers
As the price of commodities falls, copper miners are shying away from power purchase agreements. That’s putting strain on renewable energy producers looking to build projects with merchant financing. By Patrick Ferguson
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Regional investing: In the neighborhood
Pension fund administrators are increasingly looking at the local markets next door. But despite many good intentions, regulations still hinder them from investing freely in other LatAm countries. By Shaheen Samavati
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FRONT NOTES: Petrobras’ slog
Petrobras is a thorny topic for many investors in Latin America