Tag Archives: Latin American equities
Liquidity in Latin American Equity Markets: A Tale of Two Trends
During recent years, Latin American flagship indices have exhibited strong performance, surpassing the gains of the broader emerging markets segment: in local currency terms, the S&P Latin America BMI has posted 10.0% annualized performance over the past five years, while the S&P Emerging BMI has trailed with 7.7% annualized performance. During this period, all local…
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Latin Markets: Still Dancing to the Same Beat
Just as Latin American musicians dominated global charts in 2025, the region’s equities delivered quite the performance last year. While markets navigated shifting interest rates and economic transitions, Latin America stood out as a top-performing region worldwide. The S&P Latin America BMI hit a high note, surging by 53.8% for the year, outperforming the S&P…
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The Peruvian Stock Market: Insights on Performance and Benchmarking
S&P Latin American equities have done well in 2025, with Peruvian equities demonstrating strong performance even beyond this year (see Exhibit 1). The S&P Peru Select 20% Capped Index had an annualized performance of 15.3% when back-tested over the past decade, outperforming many regional equity markets. Despite higher volatility, its risk-adjusted performance was strong. Political…
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Salsa, Cumbia, Bossa Nova: Global Markets Dancing to Latin Rhythms
This year, Latin America has been the loudest music in the stock market disco. As Exhibit 1 shows, the S&P Latin America BMI (up 24.7%YTD) has outperformed other regions for most of the year. Notably, the S&P Latin America BMI is bouncing back from being the worst-performing region last year, when it closed down 24.4%….
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Back to the Future
In “Back to the Future,” Marty McFly accidentally ends up 30 years in the past while using Doc Brown’s time-traveling DeLorean. After realizing what has happened, he tries to get back to 1985 while not disrupting anything in the past that might adversely affect his life in the present. Marty’s main challenge was to save…
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Latin America in the Long Term: A Potential Application of U.S. Equities
2022 was a challenging year for equity markets, as central banks around the world hiked interest rates in response to surging inflation. U.S. equities were affected by the souring sentiment, with the S&P Composite 1500® down 17.8% in 2022. More broadly, all 25 countries in the S&P Global Developed BMI declined in U.S. dollar terms…
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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. https://youtu.be/fAw4GaEao1Q
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active management, Active vs. Passive, Brazil, Chile, Ericka Alcántara, indexing, Latin America, 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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- active management, Active vs. Passive, Brazil, Chile, Ericka Alcántara, indexing, Latin America, 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
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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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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