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Americas & Caribbean

David Cornell, Ocean Dial

India shines through emerging market gloom

Emerging market equities saw big losses in 2022, but while many countries face significant headwinds, there are also several bright spots to be found

Stéphane Monier, Bank Lombard Odier

Weighing the dynamics of US midterms and inflation

A divided Congress is likely to mean policy gridlock for the Biden administration, though the direction of monetary policy will be of more significance to markets

Lula

Divided Brazil set for growth

Brazil’s president-elect ‘Lula’ da Silva will take over an economy in decent shape and with a central bank which has been ahead of the curve in the fight against inflation

Jacobo Schatz, Northern Trust

Wealthy Latin Americans broaden investment horizons

The US is proving particularly popular with Latam individuals trying to insulate themselves against the Covid-19 pandemic and the volatility of local currencies

Elizabeth Warren

Investors should fear Warren’s plans to reshape US economy

Should she become president, Elizabeth Warren has ambitious plans that would alarm markets and investors

Rogerio Pessoa, BTG Pactual

Brazil turnaround will set Latin America on road to recovery

With a new government in place, Brazil looks set to leave its economic woes behind, which bodes well for the region as a whole

Roundtable: Investing in the US

   

Roundtable: Will the US economic recovery grind to a halt?

The US economy has been performing better than most developed markets, but with a “fiscal cliff” on the horizon and a stuttering global economy, can this continue?

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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