We’re optimistic on Brazil’s prospects for many reasons, from attractive valuations and an interest rate cutting cycle to tax reform and geopolitical stability.

Javier Milei’s victory in Argentina’s Presidential election represents a pivotal political shift and could help unlock the country’s true economic potential.

Attractive valuations, abundant natural resources, and a skilled workforce are just some of the reasons why we’re optimistic about Brazil’s growth prospects.

Argentinians will soon elect a new president, and we think a potential change in political ideology could be transformational for the country’s outlook.

A recent trip to Colombia left us with a clearer assessment of the opportunities there, including attractive valuations and falling inflation.