Tag Archives: latin america

Jun 9, 2020

Dividend Indices in Unprecedented Times – A Latin American Perspective

It’s time to look at dividend indices through the lens of these “unprecedented times.” Many market participants seek the comfort of dividend strategies, precisely for the yield they can generate. However, dividend investing is under siege, since many companies have announced reduced dividends or have suspended them altogether given the impact of the COVID-19 pandemic…

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May 12, 2020

The Downs and Ups of Latin American Markets – April 2020 Review

Investment in Latin America’s equity markets is not for the faint of heart—now more than ever. In the first quarter of 2020, all markets in the region were significantly negative, plagued by recent events. While April has swung markets back to positive territory, we are still far from the proverbial “light at the end of…

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Apr 20, 2020

Low Volatility Response in Brazil

The S&P/B3 Low Volatility Index Celebrates Five Years of Outperforming Its Benchmark The COVID-19 pandemic hit the Brazilian equity market hard, causing the worst monthly performance since September 1999.[1] As measured by the S&P Brazil BMI, the Brazilian equity market lost 29.80% in March 2020. The S&P/B3 Low Volatility Index exceeded its benchmark by 640…

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Mar 25, 2020

The SPIVA Latin America Scorecard Shows Diverging Countries

The SPIVA® Latin America Year-End 2019 Scorecard was released last week, showing divergent results for Latin American equities markets. The report covers Brazil, Chile, and Mexico in selected fund categories. In the framework of stable inflation, a decline in unemployment, and lower interest rates, 2019 was a great year for Brazilian equities markets, as measured…

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Mar 5, 2020

Women and the S&P Latin America Emerging LargeMidCap ESG Index

An opportunity is knocking at the door of companies in Latin America. SAM, part of S&P Global[1] and a global leader in ESG data, published the SAM Corporate Sustainability Assessment Latin America Progress Report 2019, which revealed that, on average, Latin American companies only have one female director on their board of directors. Reviewing the…

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Jan 17, 2020

Latin America – 2019 in Review

From a political and economic standpoint, 2019 was a challenging and interesting year for the Latin American region, but the region still finished strong. The S&P Latin America 40, Latin America’s blue-chip index, ended Q4 with a return of 9.0%, and it was up 13.9% for the year. Small-cap stocks in the region fared well,…

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Jan 10, 2020

The Active vs. Passive Debate

The debate between active management and passive management has being ongoing for several years. Active managers make investment decisions in an effort to outperform their benchmark, while passive managers simply track an index to gain exposure to a market or segment of a market. Active managers claim to have enough skills to consistently outperform the…

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Oct 29, 2019

Performance of Latin American Markets in Q3 2019

The third quarter was a difficult one for the Latin American region. Meanwhile, it was a mixed bag for global markets—the U.S. ended on a slightly positive note, Europe on a negative one, and Japan also on a positive one, with global markets remaining nearly flat. The S&P 500® ended the quarter up 1.7%, the…

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Apr 26, 2019

Performance of Latin American Markets in First Quarter 2019

As we close the first quarter of 2019, we see that Latin America did well for the period. The broad regional index, the S&P Latin America BMI, yielded nearly 9% and the S&P Latin America 40, representing the blue-chip companies in the region, generated returns just shy of 8%. These were in line with the…

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Jan 18, 2019

Latin America Scorecard: Q4 2018

It is that time of year when we look back at the memorable moments that made 2018 so special. In our case, we will look at the Latin American markets to see their development and performance. This past year was particularly exhilarating and terrifying at the same time, similar to the feeling one gets when…

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