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. By W. Malcolm Dorson and Paul Dmitriev

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

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

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

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