Article

The case for Latin American Equities

23 August 2021
Justin Leverenz
Justin Leverenz
CIO Developing Markets Equities and Senior Portfolio Manager
Latin American equities

Latin American equities have had a decisively bad decade. Economic funk and socio-political drama have been broadly characteristic of much of the region over the past 10 years. However, we think that the next few years are going to be considerably better for these economies and their neglected equity markets.

We see four drivers — three cyclical, one structural — for Latin American equities. The cyclical story is solid: strong commodities, a recovery in beaten-up currencies, and a cyclical improvement in US dollar earnings. The structural story is perhaps even more important, as the rise of disruptive technology could help underwrite a better chapter for the region and create a big opportunity for investors.

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