Tag Archives: Latin America
Exploring Active vs. Passive in Latin America
How do active managers in Latin America stack up to their benchmarks? Discover the key takeaways from the latest SPIVA Latin America Scorecard with S&P DJI’s Tim Edwards and Ericka Alcántara.
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active management, Active vs. Passive, Brazil, Chile, Ericka Alcántara, indexing, Latin American equities, Latin American Fixed Income, Latin American Funds, Mexico, passive investing, passive management, S&P Brazil BMI, S&P Chile BMI, S&P Dow Jones Indices, S&P Indices vs. Active, S&P/BMV IRT, SPIVA, SPIVA Latin America Scorecard, Tim Edwards
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Despite a Bumpy Start to 2022, Latin America Outperforms Most Global Markets in Q3 and YTD
What a year it is turning out to be for Latin American equities. Despite the turbulence of the past three quarters, Latin America has been resilient. As shown in Exhibit 1, the S&P 500® and S&P Emerging BMI have declined in every quarter of 2022 and have lost more than 20% each YTD as of…
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Dissecting the Divergent Performance among Latin American Fund Managers
Lessons from the SPIVA Latin America Mid-Year 2022 Scorecard The semiannual S&P Indices Versus Active (SPIVA®) Scorecards1 measure the performance of actively managed funds against their corresponding benchmarks in various markets around the world. According to the latest SPIVA Latin America Mid-Year 2022 Scorecard, the YTD performance among active managers across Latin American countries varied…
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Latin American Equities Fall Back to Earth in Q2
Following a stellar Q1 in which the S&P Latin America BMI jumped 25%, the regional equity market fell back to Earth as second-quarter losses more than offset first-quarter gains. However, the region remained a relatively bright spot compared to global equities more broadly, as the S&P Latin America BMI was only down 3.5% YTD compared…
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A Much-Anticipated Reversal of Fortunes for Latin American Equities
The Latin American pendulum has swung back from negative to positive returns in the past three months. The S&P Latin America 40 ended the quarter up 29.5%, its best Q1 performance since 1991. This is in stark contrast to other global equity markets, which ended in the red, with the S&P 500® losing 4.6%, the…
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Paint by Numbers: SPIVA Latin America Year-End 2021
The S&P Indices Versus Active (SPIVA®) Scorecard1 provides a rich tapestry of data and insights on the active versus passive debate by comparing the performance of actively managed funds to their corresponding passive benchmarks. The SPIVA Latin America Scorecard is one of several regionally focused reports and covers the performance of active funds in Brazil,…
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Latin American Equities Close 2021 in the Red for a Second Consecutive Year, Driven by Weakness in Brazil
2021 started on a hopeful note, with COVID-19 vaccines coming to save the world. However, as in many other parts of the world, Latin American countries struggled to control the pandemic’s impact on their economies and societies. Additionally, political uncertainty and civil unrest in several countries contributed to a disappointing year. While most global markets…
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No Time to Thrive
S&P DJI has just released the final regional edition of our S&P Index Versus Active (SPIVA®) Mid-Year 2021 Scorecards. The semiannual reports cover the performance of actively managed funds in the U.S., Canada, Latin America, Europe, South Africa, India, Japan, Australia, and our newest regional addition, the Middle East and North Africa (MENA). SPIVA Scorecards…
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2021, Active, active management, Active vs. Passive, ASX, Australia, Brazil, BSE, canada, Canada FA, Chile, Europe, Index Investment Strategy, India, japan, Mexico, Passive, S&P 500, S&P Brazil BMI, S&P BSE 100, S&P Chile BMI, S&P Europe 350, S&P Pan Arab Composite, S&P TOPIX 150, s&p/asx 200, S&P/BMV IRT, S&P/TSX Composite, Sherifa Issifu, South Africa, SPIVA, SPIVA Around the World, SPIVA Australia, SPIVA Canada, SPIVA Europe, spiva india, SPIVA Japan, SPIVA Latin America, SPIVA Mena, SPIVA South Africa, SPIVA U.S., TOPIX, TSX, US FA
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Let’s Talk about Survivorship – SPIVA Latin America Scorecard
The saying goes, “What does not kill you makes you stronger,” but could that strength translate into a greater chance of survival? Perhaps, especially if all future risks were equal or sufficiently similar to the one that was survived—assuming, of course, that one learned from that first experience. The survival of mutual funds could follow…
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Volatility Returned in Q3 2021 with Latin American Equities Posting Mixed Results amid Political and Economic Uncertainty
Latin American equities had a rough Q3 2021, as the S&P Latin America BMI fell 14.7% in USD terms, driven by a steep drop in Brazilian equities and the U.S. dollar strengthening against local currencies. This weak result offset sizable gains from earlier in 2021, leaving the regional benchmark with a 7% loss YTD. However,…
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