2015 was a tough year for Brazilian investors, but fund managers still managed to deliver by focusing on quality and diversification
Category: 2016 May / June
SCORE-CARD DEBT: Balancing act
Investors began returning allocations to Latin American debt fund in the first quarter, a welcome change for portfolio managers. Still, they are cautious on the asset class’s prospects
SCORE-CARD EQUITY: Tough market
As abysmal performances pushed investors out of LatAm equities in droves, the top fund managers are betting on contrarian strategies to beat the pack
COVER STORY ASSET MANAGEMENT: Swinging back
After a bleak 2015, equity and bond investors have watched, cautiously optimistic, as capital inflows returned to Latin America during the first few months of this year. It still remains […]
Parting Shot: Beyond copper
Low commodity prices and falling mining investments are leading Chile’s economy to diversify, according to Rodrigo Vergara
JAPAN LOANS: A borrower’s market
European lenders are scaling back offerings in Latin America, but Japan’s ‘mega banks’ are thriving
INVESTOR REPORT JAPAN-LATIN AMERICA: Cash in hand
At a time when some European and US banks are reducing their presence in Latin America, Japan’s biggest banks have decided it’s time to step in. Consider this: not a […]
JAPAN BONDS: Finding value
Unfavorable swaps and negative interest rates have limited Samurai issuances this year. Borrowers could experiment with longer tenors, while investors may have to bet on lower-rated Latin American credits for yield
NEWS PEOPLE: Revuelta leaves OHL
Leading Mexican toll road operator makes CFO change after accounting practices fine
NEWS EQUITY/M&A: Changing gears
Investors are finally starting to look more favorably at Latin American equities. A flurry of capital increases is keeping bankers busy, but large-scale offerings are few and far between
