All Latin America articles – Page 3
-
White papersAsset Allocation Update: Strong earnings prompt US equities upgrade
Amid background noise such as ongoing trade skirmishes involving the US, the evolving Chinese economy and geo-political tensions, we have spent time analysing recent market movements and the implications for risk assets.
-
White papers5G in Latin America: A region’s global competitiveness at stake
So far, this series, 5G: The Foundation for a HyperConnected World, has examined the transformational technology that will redefine communications and have lasting impacts on several industries. Most recently we’ve explored 5G’s potential impact in Africa and how the continent could benefit from the technology.
-
White papersMonthly FX Report
Keep up with what the market is saying and what’s happening in our marketplace.
-
White papersReplicating OTC FX Market Positions with CME FX Futures
Explore the advantages that CME FX futures offer traditional market practitioners in the OTC FX markets, and how CME FX futures can be used to replicate cost-efficient, manageable synthetic exposure to OTC FX spot, forwards, and swaps.
-
White papersThe Greenwich Perspective: A Bright Future for FX Futures
Greenwich Associates recently published a paper assessing the value and viability of FX futures as a proxy to the OTC FX market.
-
White papersManaging currency risk in equity portfolios
This report shows how equity index futures provide a more flexible alternative than cash equity products for managing foreign exchange risks.
-
White papersEquity Index Futures vs. ETFs Total Cost Analysis Tool
This tool is designed to analyze the all-in costs of replicating the S&P 500 by trading equity index futures versus exchange-traded funds.
-
White papersThe Big Picture: A Cost Comparison of Futures and ETFs
Analyse the potential cost advantages of E-mini S&P futures as they pertain to your specific investment scenarios.
-
White papers
2017-Q3 Brazil E-Commerce
Earlier in 2017, GTIS Research highlighted the structural impact that e‐commerce has had on the retail and logistics real estate markets in the US, and the emerging e‐commerce trends taking shape in Brazil.
-
Asset Manager News
Brazil Hospitality Group (BHG) starts partnership with AccorHotels
Brazil Hospitality Group announces today the beginning of its partnership with AccorHotels, which will manage 17 of BHG’s owned hotels.
-
White papersVenezuela on the edge of the cliff: let's be cautious
President Nicolas Maduro recently announced the Republic of Venezuela’s intention to restructure all foreign debt, thus recognising the country’s current debt load as unsustainable.
-
White papers
Brazil Office Market Entering a Recovery
After suffering a serious setback over the past few years, it is now time for investors to take a forward-looking view of Brazil’s office market as the Brazilian economy begins to stabilize.
-
Asset Manager News
GTIS Partners Clinches Sustainability Performance Top Honors for Third Year Running
GTIS Partners LP today announced that the GTIS Brazil Real Estate Fund I has been recognized as 2017’s most sustainable private equity real estate investment fund in South America by the Global Real Estate Sustainability Benchmark.
-
White papers
2017 Q1 E-Commerce and Logistics Demand
E-commerce has revolutionized the retail and logistics industries. To keep up with consumer trends and expectations, retailers must implement complex transportation networks and logistics facilities to enable them to ship directly to consumers in ever shorter delivery times.
-
White papersCross Asset Investment Strategy: July 2017
FOMC members plan to reduce the Fed’s balance sheet this year and gave recently some precisions about how they will do.
-
White papersArgentina: the ‘emerging’ emerging market
Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.
-
White papers
Cyclical Entry Point In Recovery
In the Q1 2018 Market Commentary, “Cyclical Entry Point in Recovery,” GTIS Research covered the perfect storm of policy errors and external factors that created the current recession, the ensuing recovery, and the outlook on the economy and real estate market. Policy errors under the previous administration coupled with extraordinary factors led to Brazil’s worst economic crisis in recent history.
-
White papersEmerging market assets: Zoom out and re-focus
Emerging market assets well placed to outperform their developed world counterparts but too much attention is devoted to the short term.
-
White papersAsset Allocation Monthly: May 2017
We have recently increased our equity rating to favour from neutral on the back of lower political risk and positive earnings developments.
-
White papersThe emerging markets cloud receding
As US rhetoric on trade protectionism softens, investors are focusing on emerging markets’ fundamental attractions once more as productivity improvements and fast-growing young populations are driving superior economic growth.
