Section
Latin America
24 posts
JH Explorer in the Andes: Take my breath away – Inside the Vicuña district, a future engine of global copper supply
During a recent site visit high in the Andes Mountains, Portfolio Manager Tal Lomnitzer discovers one of the world’s most compelling emerging copper districts. What stood out was not only the sheer scale of the Vicuña opportunity, but its potential role in supporting the global shift toward electrification and energy security.
Sector Tailwinds, Stock Headwinds: MercadoLibre’s Technical Picture Turns Bearish
by SIACharts.com MercadoLibre Inc. is currently positioned within the Retail sector, which ranks 8 out of 31 sectors…
Oil: The Hits Keep on Coming
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. The price of oil is pretty much at a five-year…
Assessing Venezuela Oil Supply Risks
by Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman The dramatic U.S. intervention in Venezuela has raised expectations…
The Metal That Won’t Bend: Copper’s Inflation Warning—and the Stock Riding It Higher
by SIACharts.com Despite ongoing weakness in employment data suggesting broader economic softness, copper prices have remained notably resilient.…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
What Will 2025 Really Be Remembered For?
Louis-Vincent Gave’s Big-Picture View, Simplified
Argentina: Is the Pendulum Swinging, Again?
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios When Argentina entered the…
Opportunity Does Not Equal Attainment
by Anu Ganti, S&P Dow Jones Indices We’ve previously argued that most managers should prefer above-average correlation, because…
The Changing Face of Emerging Markets
With more than 25 countries and over 85% of the world’s population, emerging markets have become important drivers of global economic growth, considerably outpacing developed markets since 20001. This growth story isn’t a recent phenomenon, and we understand well that macroeconomic growth does not necessarily mean shareholder value creation.
The Resilience of Cities
by John Paul Lech, Portfolio Manager, and Sharat Shroff, Portfolio Manager, Matthews Asia Great cities have proven resilient…
From China to Mexico to Brazil, Headline Noise Obscures Underlying Emerging Market Drivers
Positive catalysts are in place in all three countries, and across emerging markets valuations and earnings expectations make…
What If Higher Risk Leads To Lower Returns?
by Gerald Hwang, Jirisan Capital Do you believe that taking riskier equity exposures should reward you with higher…
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…
Venezuela in Flames
A Latin American country endures a crisis straight out of the 1980s. by Brad Tank, CIO, Fixed Income,…
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,…