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Short-term Shot and Long-term Healing for Latin America and the Caribbean

Growth in Latin America and the Caribbean recovered briskly in the second half of 2020, yet still more slowly than the global economy and other emerging markets. On the downside, the recent resurgence of the virus in Brazil, Chile, Paraguay, Peru, an...
International Monetary Fund
International Monetary Fund 15 April 2021
Short-term Shot and Long-term Healing for Latin America and the Caribbean
Short-term Shot and Long-term Healing for Latin America and the Caribbean

Peru's problematic politics to persist after election (as expected)

The Presidential front-runner in round one, leftist Pedro Castillo, is likely to see his party control only a small minority of seats in Congress. Peru equities remain more of a play on metal exports (about 60% of total exports, with copper alone acc...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 12 April 2021
Peru's problematic politics to persist after election (as expected)
Peru's problematic politics to persist after election (as expected)

Ecuador presidential election result: Third time lucky for Lasso

Guillermo Lasso, conservative ex-banker and preferred market candidate, has been elected Ecuador's next President. Lasso gained 52.44% of the vote, with Arauz on 47.56%, at the time of writing, according to the national electoral council, a margin of...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 12 April 2021
Ecuador presidential election result: Third time lucky for Lasso
Ecuador presidential election result: Third time lucky for Lasso

The song remains the same

As we enter Q2, one considers the recent past and peers into the near future. This model portfolio review process is always interesting – it is where the rubber meets the road so to speak. That suggests some good potential upside. A ytd correlation a...
TPW Advisory Jay
Jay Pelosky @ TPW Advisory 12 April 2021
The song remains the same
The song remains the same

Sharp Left! Rule change makes US politics more partisan, despite centrist Biden

Several clients have recently asked me versions of this question, so I thought that I should answer it for everyone. The threat of a filibuster could now stop business without Thurmondesque exertions. Many in the Democratic Party would like to elimin...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 10 April 2021
Sharp Left! Rule change makes US politics more partisan, despite centrist Biden
Sharp Left! Rule change makes US politics more partisan, despite centrist Biden

A Volatile First Quarter Delivers Gains

Chinese internet stocks have struggled in recent weeks amid tighter regulatory scrutiny, higher US Treasury yields and block trades linked to a troubled hedge fund. Stocks in the Philippines slid as a widening contagion led to renewed restrictions in...
Franklin Templeton
Franklin Templeton 9 April 2021
A Volatile First Quarter Delivers Gains
A Volatile First Quarter Delivers Gains