Can Latin American Equities Continue Outperforming?
Yes. We believe Latin America (LatAm) will benefit from today’s shifting market dynamics, supporting its outperformance over broader emerging markets (EM) stocks. LatAm equity and currency valuations are deeply discounted and the region is relatively insulated from trade and geopolitical tensions—especially compared to Asia. We recommend investors adopt a modest overweight to LatAm equities, funded […]
July 2025