Green shoots of optimism around Mexican debt
After a bumpy start, investors are getting to grips with risk opportunities under Amlo, says Barings’ Omotunde Lawal
Mexico
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The prospects for Mexico under president Amlo
New government has given market mixed messages. Should investors increase or decrease exposure?
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How should European fund selectors view Latin America within EM?
Latin America outperformed emerging markets in 2018 and it’s ‘very likely it will continue to outperform next year’
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Five emerging market views on Mexican elections
Mexico is set to lurch to the left when it goes to the polls this weekend with populist Andrés Manuel López Obrador, known by his nickname Amlo, the front runner in the presidential elections. Five managers weigh in on what Mexico’s politics mean for emerging market investors.
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Latam rebound lifts Spanish earnings
Growth in Brazil, Argentina and Mexico and steady domestic economy boosts Spanish corporates Q1 results.
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Spectre of left looms over Latam funds
Latin American equity funds have posted solid returns over the last three years on the back of re-bounding commodity prices and Brazil’s return to growth. But elections in three of the region’s largest economies this year could have a significant impact on their prospects.
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Emerging debt inflow run loses pace
The record run of flows into emerging market debt is continuing, but is losing pace as investors are taking profits against a backdrop of rising US rates and some geopolitical issues.
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Three reasons why the Mexican peso is undervalued – H2O Asset Management
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.
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US equity markets ignore protectionist threat – time to sell?
If Donald Trump makes good on his proposal to impose tariffs on all imports from Mexico to fund the construction of a wall on the country’s border with the US, this will have a profound impact on the US economy and on the profitability of some US companies. Are markets right to ignore this threat…
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mexico leads the way in latam says carmignac
Paris-based fund manager Carmignac Gestion believes Mexico is well positioned to replace China as the biggest trade partner of the US