However, outflows stabilised in the first quarter of 2024.
Tag: Latin America
JPMAM: EMs are too big to ignore
In a falling interest rate environment, investors neglect ignore the attractions of emerging markets at their peril, according to JPMAM strategists.
Best and worst performing equity sectors in 2022
All sectors suffered at least double-digit losses in 2022 with only two exceptions.
Mutual Fund Top Trumps – Latin America equities
This week FSA presents a quick comparison of two Latin America equity products: the Blackrock Latin American Fund and the Templeton Latin America Fund.
Jupiter ‘not afraid of duration’
Emerging market bonds with long duration present opportunity rather than risk, argues Alejandro Arevalo, fund manager at Jupiter AM, as additional interest rate hikes in the US this year are not likely.
Lat Am, local debt, high yield
Latin American bonds can be an attractive source of yield in the low interest rate environment, but hedges should be in place to protect against any spike in inflation, argues Guillermo Felices, senior market strategist at BNP Paribas Asset Management.
China is off the map for Latin American investors
Capital controls, regulatory changes and slowing economic growth are concerning to Latin American investors, according to Mariano Sardáns, CEO of wealth management firm FDI – Gerenciadora de Patrimonios in Buenos Aires.
Local currency EM debt downturns to continue
The local currency emerging market debt is currently having an “exceptionally long period of underperformance”, according to Simon Lue-Fong, Pictet AM’s head of emerging market debt.
H1: Big surprises in best and worst sectors
In a swift reversal from first half last year, China and UK equities are bottom performers and gold and LatAm have sprung to the top.
