- There’s too much political risk priced in.
- Positioning: Most emerging market funds are now extremely underweight in the Mexican peso.
- The very attractive carry the Mexican peso brings with it: it has a carry of over 5.5% versus US dollar.
ANNOUNCEMENT: Expert Investor is now PA Europe. Read more.
In this short video, H2O Asset Management’s Peter Nodwell gives three reasons why the Mexican peso is the most undervalued investment opportunity in 2017.
MORE ARTICLES ON
MORE IN
Michael Nelson reports on ‘a crucial step to holding companies accountable for their negative impacts’
Focus on greenhouse gas reduction, sustainable consumer, pollution control, circular economy and enabling technology
The most-funded start-up areas in Europe over Q1 2024 were energy, health and fintech
There were 352 votes in favour, with 250 against and 21 abstentions
Supporting SMEs and small mid-caps in the agricultural and food sectors
Nick White’s new firm aims to support boutique groups, writes Tom Aylott