Dealmaking has bounced back after the tariff-driven shutdown, but some investors question whether spreads have narrowed too quickly
Category: Asset Management
Posted inDaily Brief
Colombia hits reset after IMF warning
The multilateral lender’s decision to freeze a billion-dollar credit line is putting pressure on the government to rein in spending
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Markets cheer ‘happy ending’ for Milei’s Argentina
Investors are hopeful the country’s string of economic wins under Milei will continue, though political risks inspire caution
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Colombia’s fiscal laxity drives investor caution
Fiscal largesse is fueling doubts the government will rein in debt, which pushed up borrowing costs in its latest cross-border deal
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Issuers lay low as trade war hits LatAm bonds
The region’s debt has weathered Trump’s trade shock better than others, but new issuance is on hold as US Treasuries slump
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Equatorial sells energy assets to CDPQ
Brazilian utility will exit transmission business and reduce debt as a result of $1.6 bln deal with Canadian pension fund
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Brazilian markets join global rout
Investors’ sanguine reaction in Brazil to Trump’s tariff announcement has given way to gloom as commodity prices collapse
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As IMF deal nears, investors see value in Argentina bonds
The market’s most recent rally peaked in January, but there is optimism that multilateral loans will help buttress the economic turnaround under Milei
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LatAm local markets face higher rates for longer
Central banks are contending with a volatile external environment as they struggle to finish the last mile of their inflation fight
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Bond market retains allure as tariffs spark recession fears
As President Donald Trump’s tariff policies roil the US equity market, Latin American bonds are holding their own and leaving investors wanting more