Rodrigo Amaral
FeaturesBriefing: Now is not the time to give up on emerging markets
“Just when I thought I was out, they pull me back in!” This classic Al Pacino line has applied to many emerging market investors in recent years. Like Michael Corleone, drawn by the potential offered by bold business opportunities, they have accepted to take higher levels of risks in a quest to obtain better results. However, similarly to the family at the heart of The Godfather saga, the outcome of such bets has often caused a lot of pain.
Asset Class ReportsEmerging Market Debt: Populism battles ESG in Latin America
Many policies championed by populist leaders in Latin America are in direct conflict with the ESG goals of global investors
Asset Class ReportsBrazil’s allure defies negative signals
Latin America’s largest economy continues to hold the interest of investors despite its poor showing on COVID, the economy and politics
- Features
Rising interest in EM debt
The weak dollar and low US interest rates are pushing governments and companies in emerging markets (EMs) to issue growing volumes of dollar-denominated debt.
FeaturesBriefing - ILS: resilience despite the thrills
Institutional investors have piled into insurance-linked securities (ILS) with the goal of adding reliable returns and a touch of diversification to their investment strategies.
Asset Class ReportsEmerging Market Debt: Covid delivers a booster shot
The pandemic has reinforced the view that ESG-compliant businesses are better able to cope with market shocks
FeaturesEmerging market outlook
Emerging markets have a knack for being in the headlines for the wrong reasons. They also stand out as sources of growth for investors who face low interest rates and muted economic performance in the developed world
FeaturesEmerging market debt: Argentina makes investors cry
Who needs Pennywise the terrifying clown when one has Argentine bonds in their investment portfolios?
Asset Class ReportsEmerging market equities: ESG in Latin America
An anti-corruption drive by Latin American companies is creating opportunities for responsible investors
- Asset Class Reports
Argentina’s dramatic change of fortunes
Argentina has had to seek a $50bn rescue package from the IMF in its latest crisis after just two years of a boom period
- Special Report
Emerging Markets: Ballots ahead
Elections in key countries could put investor confidence to the test
- Special Report
Brazilian equities – Politics and Brazil
Politics is clouding the outlook for Brazil following the rebound
- Asset Class Reports
Frontier markets: Exploring new frontiers
Investing in frontier markets can bring rewards but investors should pay attention to risk
- Special Report
Mexico: Who dares may win
The uncertainty around Mexico’s future relationship with the US could create an opportunity for braver investors to get into the market
