All Latin America articles – Page 4
-
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 papers
Cross 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 papers
Argentina: 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 papers
Emerging 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 papers
Asset 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 papers
The 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.
-
White papers
Conversations with Investment Managers - Futures versus ETFs
Aite, an independent research firm, put together an in-depth report on whether to trade futures or ETFs to replicate S&P 500 returns and other U.S. stock market performance.
-
White papers
Technology, emerging markets, and the path to financial security
Just like the developed world, emerging markets populations are aging and looking for a secure retirement.
-
White papers
Cross Asset Investment Strategy: April 2017
The Trump effect, the Brexit effect, and the impact of European elections… What if everyone – or nearly – were wrong?
-
White papers
Cross Asset Investment Strategy: March 2017
This month, we present the main issues and scenarios relating to French presidential and legislative elections, as well as the most likely market impacts.
-
White papers
2017 Emerging Markets Outlook
On balance, our outlook for emerging markets in 2017 is optimistic, and we are off to a good start, with emerging markets outperforming developed markets in 2017.
-
Asset Manager News
BHG and AccorHotels announce a partnership to manage 26 hotels in Brazil
Brazil Hospitality Group (BHG) and its shareholders - Funds managed by GP Investments and GTIS Partners - announce today an agreement with French group AccorHotels by means of which Accor will reflag and manage a portfolio of 26 hotels (4,400 rooms). AccorHotels will pay R$ 200 million for the transaction.
-
White papers
Cross Asset Investment Strategy: February 2017
The rise in long-term interest rates raises a crucial question: is it a change in regime, a change in level, or a correction within a band of fluctuation that will remain low? The purpose of this article is to answer this question.
-
White papers
The Big Picture: A Cost Comparison of S&P Select Sector Futures and ETFs
This report compares the all-in cost of replicating S&P Select Sector exposure via futures and ETFs across four common investment scenarios.
-
White papers
2017-Q1 Brazil Real Estate Outlook
With interest rates in Brazil falling precipitously and the economy projected to grow again in Q1 2017 after eight consecutive quarterly declines, GTIS reviewed the impact of macro headwinds on Brazil’s commercial real estate market and the opportunities going forward.
-
White papers
Cross Asset Investment Strategy: January 2017
As 2017 begins, it is helpful to take stock of the key issues coming into focus.
-
White papers
House View: Q1 2017
The Aviva Investors House View document is a quarterly publication which encapsulates the thinking of our investment professionals across asset classes.
-
White papers
Global Market Outlook for 2017
William Blair Economist Olga Bitel and Portfolio Manager Simon Fennell shared their perspectives on changes in the global marketplace.