Compass Group
Cerrar
NAVEGACIÓN

Oficinas

Áreas de Negocio

Nosotros

Latin America: Truce or new era?
Latin America: Truce or new era?

Cyclical and structural factors support investments in Latin American assets: 

Cyclical:

  • Political pragmatism
  • Distance from armed conflicts and geopolitical tensions
  • Monetary discipline with an early start of interest rate cuts

Structural:

  • Energy transition
  • Stable democracy and institutionality
  • Global fragmentation
  •  Attractive valuations and favorable earnings momentum
    •    High fixed income yields with a limited level of risk

Risks include  global inflation and higher rates, deep global recession, geopolitics, elections, and idiosyncratic factors.

View Report
Compartir en: