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Q4 – The Big Swing

Our latest cover story takes stock of the forthcoming US election and its impact on Latin America and the Caribbean. There could be a major fallout on the region – and some benefits – either way the electorate swings. We explore this in our package of features, taking a dive deep into the ramifications for the region under either scenario, as well as what bond investors foresee. We also look at the impact of the election – and growing protectionism – for trade, economic growth and investment in Latin America, while also examining the region’s potential to become a greater global supplier of energy and mineralsWill she emerge from the shadow of Andrés Manual López Obrador, her charismatic predecessor and mentor? Or will she press for reforms that could turn away investors? We delve into the economic and financial challenges she faces — and how investors are positioning themselves.

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Q3 – Shadow of a Doubt

In our cover story this month, we explore prospects for the region’s second-largest economy. Claudia Sheinbaum was elected Mexico’s first woman president in landslide. But the victory also raised alarm for investors, as her leftist coalition secured a near supermajority in Congress.
Will she emerge from the shadow of Andrés Manual López Obrador, her charismatic predecessor and mentor? Or will she press for reforms that could turn away investors? We delve into the economic and financial challenges she faces — and how investors are positioning themselves.

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Q2 – Skies Wide Open

Is this Latin America’s moment? There is a lot going for it, that’s for sure. There’s social peace and an abundance of natural resources, plenty of which are for the green transition, like copper and lithium. A surplus of oil for exporting is a promise in the short term, natural gas in the longer term. Opportunities also abound for nearshoring to supply North America.

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Q1 – Breaking Stride

Sustainability-linked bonds emerged with plenty of fanfare in 2019. Issuance quickly surged but then crumpled amid concerns over greenwashing and as higher interest rates roiled markets more generally. A few observers proclaimed the product’s demise. We explore these tribulations in our cover story and hear from a range of investors and issuers that SLB standards are in fact becoming more robust. The tool could now be poised to surge once more.

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Q3 – The Big Clean Up

There has been a shift in attitude from shunning big polluters to helping them finance their cleanups in the race against climate change. We explore this emerging world of transition finance in our cover story. The greening of heavy industries – as well as agriculture, buildings, power and transportation – could be a major new source of growth in financing.

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