Lending activity likely will be brisk in the first quarter of 2026, as companies take advantage of lower borrowing costs to cover their funding needs for the year and avert any tension ahead of elections in key markets.
Category: 2026 Q1
Posted in2026 Q1
LAC-GGG: Buying the Breadbasket
With domestic food production limited by climate and water scarcity, Gulf states are investing billions in Latin America’s agribusiness sector — from Brazilian beef and Chilean fruit to logistics and ag-tech — to secure long-term supplies and control global food chains.
Posted inMarket Talk 2026 Q1
Bonds
Latin American bond issuance surged in 2025 as declining US interest rates encouraged investors to look to the region for higher yields. This boom is expected to continue in the first quarter of 2026, analysts say.
Posted in2026 Q1
LAC-GCC: Shopping for Growth
As Gulf investors deepen their presence in Latin America, retail is emerging as a new frontier — offering scale, cash flow and exposure to long-term consumer trends.
Posted in2026 Q1
LAC-GCC: Energy Investment Comes On Stream
Given their expertise, energy is a major target for investors from the Gulf in Latin America, including natural gas, green hydrogen and solar power.
Posted in2026 Q1
LAC-GCC: The Infrastructure Play
Gulf investors and operators are expanding their footprint in Latin American ports, bridges and roads, betting on scale, stability and trade growth.
Posted in2026 Q1
LAC-GCC: A Capital Agenda
Flush with capital and with a mandate to diversify, Gulf sovereign and private investment is moving beyond traditional markets and into Latin America and the Caribbean. From energy and infrastructure to food security and consumer sectors, the region is emerging as a strategic testing ground for a new phase of Gulf global investment.
Posted inMagazine
Chile’s Next Test: Growth Without Unrest
Chile’s incoming conservative president faces the challenge of reviving a lackluster economy while keeping the peace with an expectant electorate.
Posted inMagazine
Q1 – LatAm Political Economy: The Reset
A shift to the political right is driving a renewed push for fiscal discipline across Latin America as US influence reasserts itself. For investors, the search for returns is broadening — even to a Venezuela entering an uncertain post-Maduro transition.
