All Latin America articles
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White papersLatin America rising as a diversifier
“In a market shaped by AI, energy price uncertainty and re-routing, Latin American equities can offer diversification supported by attractive valuations and improving policy dynamics”
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White papersHome is not a guaranteed hedge
Having spent more than two decades in asset management and private wealth, I have watched investors become more nuanced in the way they think about risk. What once appeared prudent can start to look less safe when the world changes around it. Today, that is increasingly true of portfolios that remain concentrated close to home.
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White papersOil shock; six months on, the EM debt bid remains strong
In April, we argued that emerging markets (EM) fixed income was better positioned to withstand the oil shock than it had been in 2022 and that we believed the asset class was poised for a strong rebound if de-escalation occurred within a relatively short time frame. De-escalation took longer than ...
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Asset Manager NewsActis launches Yeltica Energy, a new greenfield Mexican renewables platform anchored by solar PV and battery storage tender award
LONDON, 17 September 2026: Actis, a leading growth market investor in sustainable infrastructure, today announced the launch of Yeltica Energy, a new greenfield renewable energy platform in Mexico targeting 2GW+ of generation capacity.
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Asset Manager NewsActis exits Orygen, one of Peru’s largest power producers
LUXEMBOURG, 13 March 2026: Actis, a leading growth market investor in sustainable infrastructure, has completed the sale of Orygen, a large and diversified power generation business in Peru, to Grupo Romero, one of the most prominent financial and industrial conglomerates in Peru, through an affiliate managed by InfraCorp, Grupo Romero’s Energy and Infrastructure investment platform.
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White papersFlash commentary: Venezuela
Since August 2025, the US has deployed one of the largest forces in the Caribbean and US policy had been shifting from economic sanctions to political pressure, with Chevron’s oil license restored and military assets deployed near Venezuela as President Trump sought to manage competing priorities of energy, drug cartels, immigration, and friction with the Maduro regime.
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White papersAssessing Venezuela Oil Supply Risks
The dramatic U.S. intervention in Venezuela has raised expectations of a rapid supply boost, but we anticipate a slower, more complex recovery in exports given operational constraints, legal frictions, and years of underinvestment in the sector.
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Asset Manager NewsActis launches new Latin American hyperscale data center platform, TERRANOVA, To Accelerate Latin America’s Digital Expansion
SÃO PAULO & LUXEMBOURG, 2 December 2025: TERRANOVA, a new hyperscale data center platform established by Actis, a leading growth market investor in sustainable infrastructure, and part of General Atlantic, a global investment leader, today announced its official launch in Latin America. TERRANOVA’s mission is to power the region’s next phase of digital growth, building energy-efficient and customer-focused data centers that meet the rising demand for AI and cloud infrastructure across Brazil, Mexico, and Chile.
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White papers2025 Outlook for Latin America: subdued growth expected but several positives remain
Overall growth in Latin America (LatAm) is expected to be relatively sluggish in 2025, with headwinds for the region including a fiscal drag and potential disruptions to global trade under Trump 2.0. While Mexico and Brazil are facing a tougher year, Argentina is a positive outlier, with strong growth expected after two years of contraction, based on regulatory reforms and fiscal consolidation.
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White papersMacroeconomics, Geopolitics, and Strategy - October 2024
If only LatAm’s fiscal policy could mimic its prudent monetary policy stance
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Asset Manager NewsActis Acquires Enel Generacion Peru And Takes Over One Of Peru’s Largest Diversified Generation Portfolios
Funds managed by Actis, a leading global investor in sustainable infrastructure, have acquired Enel SpA’s approximately 87% stake in Enel Generación Perú S.A.A. (“Enel Generación Perú”) and 100% stake in Compania Energetica Veracruz S.A.C for a total US$1.3 billion. The transaction is valued at a US$2.1 billion enterprise value on a 100% basis.
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White papersBrazil: Lula 3.0 – Good news for climate and biodiversity?
Encompassing seven million square kilometres, the Amazon rainforest is the world’s largest forest formation, occupying around half of Brazil’s territory. According to the United Nations Environment Programme (UNEP), Brazil is the world’s most biodiverse country.
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White papersLatin American Equities: More Than Meets the Eye
Despite the uncertain global macro backdrop, the combination of long-term structural trends and attractive current valuations is presenting a compelling opportunity in Latin American equities.
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White papersThe Market Effect of Acute Biodiversity Risk: the Case of Brazilian Corporate Bonds
Biodiversity is part of the Earth’s natural capital and considered the cornerstone of a well-functioning planet. The many benefits to humans provided by natural capital are often integral to the provision of clean drinking water, waste decomposition and food productivity as well as being critical for human health ...
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White papersBrasília riots add to investor caution over Brazil
Financial markets have been relatively unmoved by storming of capital by supporters of outgoing president but the deep divisions the attacks highlighted remain a concern.
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White papersWill Brazil’s outperformance continue under Lula?
Latin America’s largest economy has been an emerging market ‘safe haven’ this year on the back of elevated commodity prices and the central bank’s move to hike fast and early.
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White papersLula is back and already scoring goals
Lula netted a goal in Egypt at COP27 in the fight against climate change. However, it was an own-goal on the spending front that unsettled the markets and threw doubt on expectations of a prudently populist policy direction. We still believe Lula’s policies will be of a centre-left nature, with the help of the markets, though risks have risen.
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White papersRelaxed financial markets look at Lula’s comeback
The first electoral round was won by former President Lula. However, the incumbent, Bolsonaro, performed better than expected. Their economic agendas differ on a number of issues, while risks are more asymmetric under each candidate. Either could benefit from a robust macroeconomic scenario.
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White papersLatAm elections cycles wrapping up: politics and policy transitions in full swing of uncertainty
LatAm’s dramatic elections calendar that landed three leftist presidents in the Andean region might be two-thirds over, but the political and policy uncertainty created by these election results is far from it. Chile and Colombia are expanding the size and role of the state, while intense political and macro conditions have forced yet another and a big-time government reshuffle in Peru and Argentina, respectively.
