Latin America

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Adam Kutas: What are the 'Four Neighbours?'

Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund, discusses the investment opportunities he's finding in companies benefiting from what he calls 'The ...
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Venezuela in Flames

A Latin American country endures a crisis straight out of the 1980s. by Brad Tank, CIO, Fixed Income, Neuberger Berman Back in May, ...
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SIA Weekly: Policy Effects on Canadian Equities and Mexican Peso

by SIACharts.com This week in the SIA Equity Leaders Weekly, we are going to update our October 20th, 2016 analysis of the Mexican ...
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Deglobalization Redraws the Investment Map

by Hayden Briscoe, AllianceBernstein Divergence between economies and financial markets has been a key macroeconomic trend over the last few years, and reflects ...
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Irrational Exuberance, Cuba Edition

by Charles Bilello, Pension Partners The efficient-market hypothesis (EMH) requires that investors have “rational expectations,” that on average the population is correct and whenever ...
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Pay Attention To Stock Markets Of China & Russia

by The Short Side of Long Usually at the end of every month I summarise sentiment of major asset classes via a newsletter ...
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Emerging Markets Radar (December 30, 2013)

Emerging Markets Radar (December 30, 2013) Strengths The recent PMIs in Europe, where data showed growth in the eurozone’s manufacturing sector was at ...
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The Two Best Performing Asset Classes Since 2008 are Surprising

by Short Side of Long I thought sharing this chart would be extremely interesting, since we are closely approaching two major milestones. The ...
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Emerging Markets Radar (December 16, 2013)

Emerging Markets Radar (December 16, 2013) Strengths China’s mid-December Central Economic Work Conference closed today. The government believes that economic growth will stabilize ...
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Emerging Markets Radar (October 7, 2013)

Emerging Markets Radar (October 7, 2013) Strengths click to enlarge The chart above shows that the Baltic nations appear to be on a ...
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