All Latin America articles – Page 2
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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
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Asset Manager NewsConsortium led by Ecorodovias and GLP wins Brazil highway concession
BR-153 Highway will be managed by consortium that will invest BRL 7.8 billion in infrastructure improvement works over the next 35 years
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White papersTrends Reinforced: Investor Migration Fuels Brazil’s Momentum
This issue of Trends Reinforced explores how Brazil could be gearing up for a year of recovery, with the help of domestic drivers.
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Asset Manager NewsGTIS Partners: Again Named The Most Sustainable Private Equity Real Estate Firm in South America
GTIS Brazil Real Estate Fund Ranked Number 1 in South America for Sixth Consecutive Year
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White papersESG in Action: Protecting the Amazon by Investing in Brazilian Beef
Blazing wildfires and a shift in Brazilian government policies away from environmental stewardship have thrust deforestation into the international spotlight. AB equity and credit portfolios’ large positions in Brazilian beef producers provide an opportunity to promote sustainable practices that can help protect tropical forests while mitigating environmental and investment risks.
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White papersLocal Investors Discover Brazilian Stocks
Why local investors have been supporting Brazil’s market in recent days.
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Asset Manager News2020-Q1 Brazil Market Commentary
The stars were seemingly aligned for Brazil’s economy entering 2020, but the outbreak of COVID-19 changed that in a matter of weeks. While the full impact has yet to be realized as Brazil’s outbreak began later than other countries and is currently still expanding, it is already clear that Latin America’s largest economy will see a sharp slowdown in growth during 2020 and unprecedent levels of unemployment.
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White papersPerspectives on Emerging Markets Investing
The first half of 2020 witnessed an unexpected shock that unsettled markets around the world and abruptly ended a 10-year, record-long expansion. Emerging market (EM) economies—profoundly distinct and at different stages of development—have weathered the COVID-19 storm better than expected, yet many face longer-term headwinds.
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White papersA Positive Tipping Point for Some Brazilian Banks?
Franklin Templeton Emerging Markets Equity’s Gustavo Stenzel explains why certain Brazilian banks could emerge from the outbreak stronger relative to a new pack of financial technology competitors.
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White papersBrazil On The Rise
Investor expectations of the newly elected President Bolsonaro and Economy Minister Paulo Guedes were high following an election victory based on an agenda of security and reform. In December 2018, Wall Street economists ranked Brazil as the top investment opportunity for 2019 according to the December 5-17 Bloomberg surveyi of 30 economists and investors, largely based on the market-friendly campaign promises, and an economic agenda with four stated priorities:
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White papers
Q1 2019 – Brazil Economic Outlook
After taking office, newly-elected President Jair Bolsonaro tapped highly-acclaimed, University of Chicago-trained economist Paulo Guedes to head the newly created “Super Ministry” of Economy. Since taking the Ministry of Economy position, Guedes has publicly pushed for a substantial pension reform and a sweeping R$1.0 trillion target privatization program as core tenets of his market-friendly economic policy. The market is now clearly showing a renewed sense of optimism that Brazil is now back on the right track. Consumer and business confidence sharply improved in 2018 as surveys showed an increasing likelihood of a Bolsonaro victory and expectations of continued economic reforms.
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White papers
Q2 2019 Brazil on the Rise
During the 2018 Presidential Election, Guedes established four priorities for the administration’s economic policy: 1) Responsible fiscal and monetary policy, 2) Reduced government presence in the economy, especially through privatization, 3) Greater integration with the global economy, and 4) Business-friendly reforms. Within the first year, the administration has delivered or substantially progressed on its promise in regards to economic reform.
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White papersEconomic Crisis And Political Risk Batter Argentina. Way Out Or Opportunity?
The economy is facing severe stagflation. Monetary and fiscal policy are extremely tight, consumer and investor confidence is low, and inflation is proving very sticky amidst wage indexation. Whilst we view the fiscal and monetary mix to be appropriate given Argentina’s macro challenges, it is possible that these measures may not be able to stabilise the economy in time for the elections.
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White papersThe Answer, My Friend, Is Blowing In Brazil's Wind
Alternative Views focuses on green infrastructure investment in Latin America.
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White papersH1 2019 - Emerging Markets Charts & Views: Seek opportunities, but be aware of short-term volatility
Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to see opportunities in all EM segments (equity, bonds in hard currency and in local currency) with a medium to long-term view.
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White papersGlobal Perspectives: 2019 Outlook
The new year brings new challenges and new opportunities for investors. The investment professionals of Principal Global Investors look at the regional macroeconomic outlooks and examine the major asset classes.
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White papersCross Asset Investment Strategy Special Edition: Outlook 2019
With late cycle features continuing to materialise and a higher level of vulnerability developing due to the uncertain geopolitical backdrop, 2019 will require investors to embrace a more prudent approach, despite the benign global economic outlook.
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White papersChina & Brazil: Currencies on Diverging Paths?
The election of a new leader in Brazil and the escalating Sino-U.S. trade war could send their currencies, the real and yuan, on diverging paths.
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White papersBrazilian elections: lights and shadows on the horizon
The expected outcome of the presidential election occurred, with right-wing candidate Jair Bolsonaro winning vs the leftist Fernando Haddad.
