The case for Latin American Equities
Latin American equities have had a decisively bad decade. Economic funk and socio-political drama have been broadly characteristic of much of the region over the past 10 years. However, we think that the next few years are going to be considerably better for these economies and their neglected equity markets.
We see four drivers — three cyclical, one structural — for Latin American equities. The cyclical story is solid: strong commodities, a recovery in beaten-up currencies, and a cyclical improvement in US dollar earnings. The structural story is perhaps even more important, as the rise of disruptive technology could help underwrite a better chapter for the region and create a big opportunity for investors.
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Investment risks
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The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Important information
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This document is marketing material and is not intended as a recommendation to invest in any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell securities.
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals, they are subject to change without notice and are not to be construed as investment advice.
