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An 85-page, 13-section overview of Mexico as an investment destination for the second half of 2026: the macro backdrop after the end of Banxico's easing cycle, the political and policy direction, the USMCA review and tariff landscape, what the nearshoring data actually shows, fixed income, rates and the peso, a sector-by-sector opportunity map with FIBRAs, five investment themes for the next twelve months, a consolidated risk matrix, and a multi-asset comparison against EM peers. Views are as of July 1, 2026 on a 12-month horizon.
An overview of Latin America's largest economy and equity market, covering the Ibovespa, fiscal dynamics, the commodities story, Selic rate trajectory, and a sector-by-sector guide to Brazil's listed companies.
One overview of the three MILA markets: Chile, Colombia, and Peru. Copper and oil dependence, the pension funds that anchor local demand, the political cycle, currency dynamics, and the listed companies that matter in each market.
An overview of one of the most complex macro environments in emerging markets, covering Milei-era reforms, Merval dynamics, peso stabilization, inflation trajectory, and the energy and financial companies at the center of Argentina's rerating story.
A multi-market synthesis covering equities, fixed income, currency, and macro across Mexico, Brazil, Chile, Colombia, Argentina, and Peru. Built for investors who want a single entry point into the Latin American investment landscape.