Tag Archives: S&P Brazil BMI

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 Read more […]

The S&P/B3 High Beta Index – An Unlevered Framework for Bullish Tactics

Since the beginning of 2019, the Brazilian stock market has been in bullish territory, generating double-digit gains in January alone (10.59% in local currency and 17.71% in U.S. dollars).[1] Market participants are calling for a strategy to help them take advantage of the current favorable view on Brazilian equities. The S&P/B3 High Beta Index may Read more […]

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 Read more […]

Latin America Scorecard: Q3 2018

This quarter has brought mixed expectations for the region. The quarter itself resulted in overall positive returns. However, Latin America is still in the red for the year. The S&P Latin America 40, a widely used benchmark for the region, ended the quarter strong with a return of 6.4%. The countries that contributed to this Read more […]

Carbon Costs – LatAm Analysis

For the first time, the main S&P DJI indices in Latin America have been analyzed by Trucost to reveal their exposure to a range of different carbon metrics that prudent investors may want to be aware of. A central element of the analysis is the estimated portion of earnings that could be lost if the Read more […]

Latin American Scorecard: Q2 2018

Q2 2018 showed that volatility is king in Latin America. The first quarter saw strong returns for the region, with Mexico lagging. In the second quarter, we saw a practical wipeout of all gains for the year and a return to negative territory for Latin America. Recent presidential elections in Mexico and Colombia, as well Read more […]

Managing Equity Risk in Brazil

Brazilian equity market experienced a significant pullback during the month of May due to political concerns.  The correction amounted to being the worst one-day drop since Dec. 30, 2009.  On May 18, 2017 alone, S&P Brazil BMI dropped 8.85%.  On the same day, the S&P/BOVESPA Low Volatility Index posted -5.72%, over 300 bps less than Read more […]