The region’s debt has weathered Trump’s trade shock better than others, but new issuance is on hold as US Treasuries slump
Category: Asset Management
Posted inDaily Brief
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
Posted inDaily Brief
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
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El Salvador tests limits of bond revival
Some investors think optimism about the country’s outlook may have gone too far given execution risks surrounding its new IMF program
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Brazil bond reprieve tempered by election unease
Investors fear government will loosen purse strings in run up to next year’s presidential vote rather than rein in deficit
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Ecuador presidential race puts investors on edge
Ecuador’s sovereign bonds sold off after presidential race unexpectedly narrowed, but some investors still see Noboa pulling it off
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Delta Asset buys rival fund manager Galileo
Deal will make Delta the largest nonbank asset manager in Argentina