Our most (and least) preferred macro stories in Latin America this year

With 2023 set to be a good year for EM bondholders, we focused this webinar on the region where we thought bond market could offer the best risk/reward in EM this year: Latin America.

LatAm economies are ahead of the tightening curve and should debut the season of rate cuts in EM, but the region is not short of idiosyncratic risks, meaning investors will need to remain selective. Our Head of Global EM Gabriel Sterne and our Chief LatAm Economist Marcos Casarin go through the most (and least) promising macro stories in LatAm in 2023.

Gabriel Sterne

Head of Global Emerging Markets

Private: Gabriel Sterne

Head of Global Emerging Markets

London, United Kingdom

Gabriel delivers macro-economic products tailored for corporates and financial markets, as head of a team that integrates EM macro and strategy views.  In recent years he has published wide-ranging research including on stagflation risks, monetary policy credibility, global savings, demographics, Covid scarring, risks and resilience in emerging markets, and sovereign crisis resolution. He joined from investment banking boutique Exotix in May 2014, following 20 years of public sector experience, including at the Bank of England and International Monetary Fund.

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