ILF News and Press, iShares Latin America 40 From 01/05/23

Summary We expect COVID-19 to continue its transition to a global endemic and the status quo to prevail in Russia's war in Ukraine, with no material implications for the global economy. Mild recessions are forecast in the United States and Europe, but resilience in Asia Pacific will pre...

Summary Aswath Damodaran is an investing and finance authority on valuation, among many other things. In a 2022 podcast, he provides a masterclass in inflation, some lessons in history, and potential ways to protect your portfolio this time around. In this piece, I highlight some of...

Summary Somewhere along the way toward the liberation of the self-directed investor, some interference arose. Specifically, the S&P 500 Index became everyone's benchmark, or so it seems. If an investor is willing to see their portfolio swing 40% or more in either direction in a ...

Summary We see 10 major themes to watch for in Latin America in 2023. Higher interest rates will affect credit growth and discourage consumption and investment. The combination of high inflation, rising unemployment, and sluggish economic growth in much of the region will worsen pro...

Summary This article will cover the iShares Latin America 40 ETF. This exchange-traded fund is an ok, but not the best, vehicle to access Latin American equities. The key appeal of Latin American equities is the fact that these are very cheap on a historical basis, although the politica...

Summary Argentina, Brazil, and Mexico, which account for 23% of global maize production, are experiencing substantial losses because of climate-related issues. Latin America is likely to resist any attempts to implement land distribution controls. Like their Latin American cou...

Summary The acceleration of innovation in emerging markets provides reasons for confidence in emerging markets long term. Markets in Latin America have been the best performer in emerging markets (EMs) year-to-date, driven by the rise in the energy sector, which has posted double-...

Summary Global climate adjustment is falling behind in meeting the targets of limiting temperature rise to below 2 degrees Celsius and reaching net-zero emissions by 2050. Developing economies vulnerable to climate change are likely to undertake concerted calls for "loss and damag...

Summary The energy transition has assumed a growing role within the strategies of oil and gas companies. Although this push began with global integrated oil companies (IOCs), the movement has gained steam among companies in our Latin American national oil companies (NOCs) peer gro...

Summary Growth dynamics surprised most of the region positively, favored by the return of services and employment to pre-pandemic levels, as well as external conditions that remained favorable until recently. The region is generally more resilient than in previous times ...