All Mexico articles
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White papersElections 101: Could the dust be settling favourably for emerging market equities?
In the wake of major elections in India, Mexico and South Africa, we find a sea of investment opportunities for active stock selectors. Let’s delve deeper into the recent triumvirate of ballots that have unfolded across emerging markets, spanning continents from Asia to Africa to Central America. By examining the outcomes and implications of these votes, we stand to uncover a range of prospects for investors looking to navigate these dynamic markets.
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White papersWhere is Mexico Headed a Year Out from a Critical Election?
As the single six-year term of leftist Mexican President Andres Manuel Lopez Obrador winds down, preparations for the June 2024 general election are heating up. What does this mean for EM debt investors?
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White papersNearshoring opportunities brighten Mexico’s outlook
As companies look to relocate business operations closer to home, Mexico’s close proximity to the US suggest the central American country will benefit significantly from this shift.
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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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Asset Manager NewsMexico Industrial FIBRA Managed by PGIM Real Estate Announces the Development of Three Industrial Class A Properties
Mexico City, April 25, 2022 – A leading Mexican industrial real estate investment trust (“FIBRA”), externally managed by PGIM Real Estate and dedicated to the acquisition, development, lease and management of industrial real estate properties in Mexico, announced the development of three industrial class A properties which will add 800,000 square feet to its portfolio.
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Asset Manager NewsMexico Industrial FIBRA managed by PGIM Real Estate announces key leasing and development projects
MEXICO CITY, [10 DEC 2021] – A leading industrial real estate investment trust (“FIBRA”), externally managed by PGIM Real Estate and dedicated to acquiring, developing, leasing, and managing industrial real estate properties in Mexico, announced two key leases and two new development projects.
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Asset Manager NewsPGIM Real Estate provides $169.3M across three industrial portfolios in Mexico
SAN FRANCISCO, Dec. 7, 2021 – PGIM Real Estate has provided more than $169 million in fixed rate financing across three industrial portfolios located in Mexico on behalf of its core lending strategy. The transactions provided $84.5 million to Corporate Properties of the Americas (CPA) to supplement two existing loans and $84.79 million to Advance Real Estate to finance the acquisition of eight industrial assets.
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White papers
Tempering Enthusiasm for Mexico’s Corporate Bond Market
Omotunde Lawal, Head of EM Corporate Debt, reports back from a recent trip to Mexico, where the Barings team conducted on-the-ground research through meetings with a wide variety of corporate issuers, economists and ratings agencies.
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White papersTrade Deals and Political Realities
Could the USMCA accord among the US, Canada and Mexico, and a potential US-China trade deal get approval from the Democrats-led House of Representatives?
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White papers
EM Debt—A Brightening Picture?
Barings’ Ricardo Adroguè and Omotunde Lawal highlight opportunities they’re seeing from Mexico and Brazil to more challenged geographies like Turkey and Argentina—and provide insight into how they’re thinking about political hotspots like Venezuela.
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White papersIdentifying Opportunities Through the Emerging Markets Continuum
A holistic approach, to information sharing and analysis, flips the script on emerging market investment strategies
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White papersExchange rate predictability in Emerging Markets
This paper uses financial and macroeconomic variables to predict currency returns, by using a two-step procedure. The first step consists of a cointegration equation that explains the exchange rate level as a function of global and domestic financial factors. The second step estimates an error-correction equation, for modeling the expected returns. This approach is a factor model analysis, where a Lasso derived technique is used for variable selection.
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White papersPolitical Event Risk Raises Stakes for Sudden Price Moves
Major political event risk, ranging from elections in Mexico, Brazil and the U.S., to Brexit and NAFTA negotiations, could swing equity, bond, FX and ags markets.
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White papersNAFTA renegotiations risk and main implications for investors
The North American Free Trade Agreement (NAFTA) is a trilateral pact between the U.S., Canada and Mexico that has been in force since 1994. Negotiations to revamp and modernize it, requested by the U.S., started in August 2017 and are now encountering some issues.
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White papersCross Asset Investment Strategy: January 2017
As 2017 begins, it is helpful to take stock of the key issues coming into focus.
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White papersHouse View: Q3 2016
The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams.
