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Latin America... Refocusing on FundamentalsLooking Beyond the Turmoil in the Pursuit of Long-Term Growth Opportunities Firstly, let's get some of the noise out of the way. Latin America, has seen better days. Brazil, which accounts for around 55 percent of the region's market cap, has been in political disarray over the past several months. Media coverage surrounding localized diseases and ill preparedness for the Olympics,…
India has over 45 million small- and medium-sized companies or SMEs. Compare that number to Canada, which has a registered number of around 1.1 million SMEs, according to the latest data from the Government of Canada.¹ As in most countries, SMEs are the driving force of the economy, normally employing a large majority of the working population and contributing significantly to GDP growth. With India…
Where can today’s investors go if they are looking for growth and income? As expansion in the developed world remains tepid, particularly in light of Britain’s recent decision to leave the European Union, and global yields continue to hover around historic lows, investors are increasingly turning to the emerging markets to help improve the risk-adjusted returns of their portfolios. Within the emerging market universe, investors…
On July 4, 2016, Wealth Professional, published an interview of our CEO, Mr Bhim Asdhir, who shared his views on India and its future. According to Bhim, "India's emergence as a global power is similar to that already experienced in China. Now that the Chinese economy has slowed, India is primed to take its place as the global pacesetter." Bhim also speaks about some of…
Britain's decision to leave the European Union (EU) was a macro event that came as a surprise to global financial markets. In the aftermath of ‘Brexit’, our expectation is that major central banks are likely to maintain a stance of accommodative monetary policies over the short- to medium-term, while an interest rate hike in the U.S. now seems unlikely, especially before the end of 2016.…
The UK conducted a referendum on June 23, 2016, and the British populace has voted to exit the European Union (“EU”). Global financial markets reacted strongly as they do to any black swan events that can create uncertainty. The long term impact of Brexit outside of EU, however, should be limited. In particular, the emerging markets largely remain insulated from the adverse consequences of such…
India’s well-respected central bank governor, Raghuram Rajan, announced this weekend that he will be leaving his post at the Reserve Bank of India (RBI) in September to return to academia. Governor Rajan was appointed by the previous government to focus on reigning in rising inflation and stabilizing a declining rupee. The rupee has been more stable for the last three years and inflation is likely…
In an address to the U.S. Congress on June 8, 2016, India’s Prime Minister, Narendra Modi gave some subtle but significant signals to the world about the new and confident India that is ready to take its responsibility of the world seriously. Modi’s unabashed praise for American values, achievements, and practices was unprecedented for an Indian head of state as India has generally been coy…
Scott Piper, Head of Latin American Equities, Itaú USA Asset Management Inc. gives his take on political developments in Argentina and Peru, where he believes more “market friendly” leaders have been elected recently. He also touches on Brazil, where he sees a similar political shift taking place, that will have lasting implications over the next few years. Scott Piper is the sub-adviser lead of the…
Scott Piper, Head of Latin American Equities, Itaú USA Asset Management Inc. explains how Latin America differs from other emerging market regions, for example Asia, where the focus is largely on consumption. Latin American countries, particularly Brazil, are focused on infrastructure spending and this is where growth opportunities can be found. Scott Piper is the sub-adviser lead of the Excel Latin America Fund.   Learn…
Scott Piper, Head of Latin American Equities, Itaú USA Asset Management Inc. breaks down his team’s investment process which is focused on catering to investors that want to tap into the greater growth potential of Latin America. His team looks for emerging companies that are leaders within their sectors, and that fit into secular growth themes that they are actively monitoring. Itaú USA Asset Management…
Scott Piper, Head of Latin American Equities, Itaú USA Asset Management Inc. outlines why active management is important when investing in a region such as Latin America, where new growth companies tend to exist in fragmented sectors. He points out that the companies that are going to double their market cap over the next 5-7 years have very limited or no index representation, therefore active…

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