All Latin America articles
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White papersESG viewpoint: deforestation in Brazil
The return of President Lula is a boost to efforts to halt deforestation in Brazil, but he faces significant impediments in his efforts to move the needle. We travelled to Brazil to deepen our understanding and encourage reform. During the trip we met with policymakers, soy traders and meatpackers as part of our wider engagement on this topic.
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White papersEmerging Market Opportunities Abound
Many high-quality companies can be unearthed if you are willing to turn over some rocks
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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 papersInvestment opportunities in Latin America: Renewables, Nearshoring and Consumption
The Franklin Templeton Emerging Markets Equity team discusses the three themes of renewables, nearshoring and consumption in Latin America from an investor perspective.
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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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Asset Manager NewsGTIS Partners’ Brazil Funds Continue to Rank Among Most Sustainable Private Equity Real Estate Funds in South America
GTIS Brazil Real Estate Fund Ranked Number 1 in South America for Eighth Consecutive Year. Firm Highlights ESG Commitments with Diversity in Action Initiative, Releases 2021 Corporate Sustainability Reports
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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.
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Asset Manager NewsGTIS eyes OZ, BTR, special sits credit
$4.7bn firm to begin developing industrial and multifamily projects in house, says founder Tom Shapiro
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White papersLatin America: Churning Waters Highlight an Imperfect Gem
The Russia-Ukraine conflict rattled an investing environment already grappling with the withdrawal of fiscal and monetary stimuli amidst unsettling inflation dynamics and a softening global economic recovery. The scale of the geopolitical shock has markedly increased the potential for global stagflation.
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White papersLatin America: Navigating Shifting Political Winds
Latin America is navigating shifting political winds, as the pandemic has magnified the chronic income inequality gaps in the region.
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White papersLatAm’s political pendulum takes a hard swing to the left in 2021
2021 Covid surging in 1H and inflation swelling in 2H have contributed to the political pendulum swinging hard left in LatAm. More structurally, the commodity super cycle unwind mid last decade and the political discontent likely set the entire shift in motion. Against the general trend, some elections cycles moved in the other direction as well.
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Asset Manager NewsGTIS Brazil Funds Once Again Rank as Most Sustainable Private Equity Real Estate Funds in South America
GTIS Brazil Real Estate Fund Ranked Number 1 in South America for Seventh Consecutive Year
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White papersWhen Nature and Policy Unite: The Opportunities in Latin America Renewables
While we felt that the COP26 summit fell short of expectations, it presented an opportunity for some countries, such as Chile, to strengthen their environmental commitments. Chile’s ambitious adoption of renewable energy places it at the forefront of the energy transition in Latin America, which is poised to accelerate given the region’s significant solar and wind endowment as well as a broad set of policy incentives.
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Asset Manager NewsGTIS Partners Announces $248 Million Transaction in Real Estate Logistics Assets in São Paulo Brazil
GTIS Partners LP, (“GTIS”), a real estate private equity firm headquartered in New York City, with offices in São Paulo, Los Angeles, San Francisco, Atlanta, Paris and Munich, today announced the completion of the acquisition of $248 million (R$1.37 billion) in real estate assets by its GTIS Brazil Logistics Real Estate Investment Fund.
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Asset Manager NewsGLP Closes BRL 5.2 Billion Brazil Development Fund
GLP BDP II is one of the largest ever logistics-focused funds in Latin America and will develop nine Class-A logistics parks in prime São Paulo submarkets
