Category: 2023 Q3
MARKET TALK – Q3 2023 OUTLOOK: BONDS
After a sluggish first half, the primary bond market is showing signs of recovery as the end of the financial tightening cycle appears to be nearing, analysts say. Primary bond […]
MARKET TALK – Q3 2023 OUTLOOK: EQUITY
Equity issuance is poised for a rally after a long dry spell, led by Brazil and Mexico. But first developed markets must stabilize, and that will depend on a decline […]
MARKET TALK – Q3 2023 OUTLOOK: LOANS
Despite a sharp drop in activity in the first half of the year, the region’s loan market is expected to rebound in the months ahead. Lending activity in Latin America […]
MARKET TALK – Q3 2023 OUTLOOK: M&A
After a slump in the first half of this year, M&A activity is expected to recover in the second half as improving company valuations boost sales prices. Most of the […]
Cover Story – Transition Finance: The Big Cleanup
Capital is increasingly being allocated to help heavy polluters fund their costly decarbonization plans. ‘Transition finance’ may be the greatest economic opportunity ever in the race against climate change. At […]
Catastrophe Insurance: Storm Chasers
With weather-related disasters on the rise as the earth warms, catastrophe bonds are gaining attention in Latin America and the Caribbean. Chile recently gained $630 million in financial protection from […]
Sovereign Debt: Beyond the Noise
After several recent spells of political turmoil in Latin America, the risks for sovereign bonds are easing in countries with healthy checks and balances. A rally still hinges on a […]
Brazil Capital Markets: The Long Wait
After a prolonged drought of deals in Brazil’s capital markets, things are starting to look up. But financing costs are still too high for a rally. After a long, hot […]
Mexico Investment: Business As Usual
Mexico’s government has seized railway assets, nationalized the lithium industry, and taken private land. But with a presidential election looming, investors are not too phased. The country is just too […]