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 Strategy Service & Global EM Research

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Private: Gabriel Sterne

Head of Strategy Service & Global EM Research

London, United Kingdom

Marcos Casarin

Chief Economist for Latin America

+52 55 5250 3252

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Marcos Casarin

Chief Economist for Latin America

Mexico City, Mexico