Dear Reader, When you invest in emerging markets, you accept the risk. It’s part of the attraction. The higher the risk, the higher the return on investment. And, of course, […]
Category: 2022 Q2
Posted in2022 Q2
MARKET TALK-Q2 2022 OUTLOOK: BONDS
Bond issuance took a dive in February on concerns that an expected rise in global interest rates will push up the cost of money. But activity should pick up despite […]
Posted in2022 Q2
MARKET TALK: EQUITY
Latin American equity issuance likely will remain subdued this quarter as economic, political and geopolitical uncertainties keep a lid on demand and potential IPO prices. But deals may pick up […]
Posted in2022 Q2
MARKET TALK-Q2 2022 OUTLOOK: M&A
Brazil and Mexico will lead M&A activity in 2022, but dealmaking may be subdued as high inflation and political uncertainty reduce investors’ appetites for acquisitions and put off sellers. Merger […]
Posted in2022 Q2
MARKET TALK-Q2 2022 OUTLOOK: LOANS
After stockpiling cash during the pandemic, Latin American banks are in a good position to lend. Borrowers, however, are skittish about how looming elections in Brazil and Colombia and a […]
Posted in2022 Q2
COVER: LATAM INVESTMENT SPECIAL – CAPITAL MARKETS
ON THE EDGE After a boom in bond and equity issuance in early 2021, conditions have soured for issuers in Latin America – and they may get worse (or better). […]
Posted in2022 Q2
COVER: LATAM INVESTMENT SPECIAL – PORTFOLIO INVESTING
POINT OF NO RETURN After being heavily underweighted on political concerns, Latin America is once again on the radar for emerging market investors – at least for now After Russia invaded […]
Posted in2022 Q2
COVER: LATAM INVESTMENT SPECIAL – ESG ISSUANCE
SUSTAINING THE BOOM Latin American issuers are not only responding to investor demand for socially responsible investments, but they’re also getting more innovative in structuring their securities to address more […]
Posted in2022 Q2
COVER: LATAM INVESTMENT SPECIAL – INTERVIEW
Q&A: MAURICIO CLAVER-CARONE The Inter-American Development Bank (IDB) plans to put more money toward sustainability in Latin America and the Caribbean, including by helping to unleash vast and growing amounts […]