Tag Archives: S&P Latin America BMI

Jan 20, 2021

Latin American Equities Close the Year in the Red Despite the Strongest Q4 in 20 Years

Volatility is often the name of the game in Latin America. While 2020 was no exception, global markets also rode the COVID-19 volatility wave (see Exhibit 1). The global pandemic exacerbated uncertainty around the world and all capital markets were affected, particularly during Q1 2020. In Exhibit 1, we can see that the S&P Latin…

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Nov 18, 2020

SPIVA® Latin America Mid-Year 2020 Scorecard: Convergence to Underperformance

We recently published our industry-famous SPIVA report for the Latin America region. SPIVA, which stands for S&P Indices Versus Active, analyzes the performance of actively managed mutual funds against their respective category benchmark. In the case of Latin America, S&P Dow Jones Indices began publishing the scorecard in 2014, covering Brazil, Chile, and Mexico. The…

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Oct 22, 2020

Latin American Equity Markets Struggled to Stay Positive during Q3 amid Broader Global Equity Market Rally

In Q3 2020, we saw a continuation of the technology-led global equity market rebound with the S&P 500® up 8.9%, the S&P Europe 350® up 4.3%, and the S&P Pan Asia BMI up 8.9%, while the S&P Developed Ex-U.S. BMI and the S&P Emerging BMI were up 6.3% and 9.0%, respectively. The story was different…

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Jul 21, 2020

Latin American Equity Markets Staged Recovery in Q2 2020 despite Continuing Battle with COVID-19

We have made it through the first half of 2020. Despite the continued spread of COVID-19 wreaking havoc on public health and the global economy, the markets did surprisingly well during Q2. In the U.S., the equity market rebounded from Q1, driven by government stimulus packages and the easing of restrictions imposed during the pandemic….

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Apr 16, 2020

Performance of Latin American Markets in Q1 2020

Recently, I read a comment that suggested we skip 2020 altogether. This new decade has not really started well—if only we could jump straight to 2021. Amid the overwhelming impact of the COVID-19 pandemic on public health and on the economy, perhaps what resonates best is that “this too will pass.” U.S. equities, which serve…

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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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Jul 25, 2019

Performance of Latin American Markets in Q2 2019

As most global markets and regions have performed well in the first half of 2019, it is great to see that Latin America has kept up with its more developed regional counterparts, although at a slower pace. The S&P Latin America 40 was up 3.4% for the quarter and 11.5% YTD. Similarly, the broader S&P…

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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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Oct 16, 2018

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…

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