Democracy is a good thing for citizens. LatAm equities have underperformed global Emerging Markets and Commodities since the start of 2020 by about 30%. Even some of the economic guard rails painstakingly established over decades are beginning to cra...

The leading candidate in Peru's Presidential election, Pedro Castillo, is left-wing and his party's public policy proposals include nationalisation of the mining sector. It is ironic that the same uncooperative legislature, which derailed former Pres...

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...

Copper prices have increased rapidly to their highest point since 2011 over the past year. This is particularly the case given Peru’s second lockdown in February 2021, which has curtailed economic activity and placed further strain on government fina...

Most would agree that economic stress, and specifically unemployment, breeds populism, and in extreme cases, radicalisation and insecurity. It is the EM echo of the message from Bill Clinton's 1992 election strategist James Carville, "It's the econom...