'Argentina always surprises you': Milei, Lula and managing political risk in Latin America

Loading player...
Keeping on top of the turbulent and complex political environment in LatAm and broader emerging markets is no mean feat.

 

One person with a continual eye on this part of the world is Thierry Larose, a Citywire AAA-rated emerging markets debt PM at Vontobel.  

 

In the second of a two-part EMD in Focus series, he dropped in to speak to Citywire Selector news editor Ian Heath about managing political risk in South America, including the impact of the election of left-wing Luiz Inácio Lula da Silva (Lula) as Brazil’s president and the emergence of libertarian political outsider Javier Milei in Argentina.
25 Sep 2023 English South Africa Business

Other recent episodes

How to avoid behavioural selection bias

Citywire Selector’s international reporter Jessica Beard speaks to behavioural finance expert and fund selector Joe Wiggins from Aberdeen Standard. Wiggins gives his top tips for avoiding the natural biases all selectors are vulnerable to and explains why it is crucial to admit that emotion is driving your investment decision making.
29 Jun 2018 27 min

Stick or twist? When to ditch an underperforming manager

Citywire Selector’s international reporter Jessica Beard speaks to the head of multi-management at Schroders, Marcus Brookes. The fund selection chief gives his top tips for knowing when to call time on an underperforming manager and when it’s worth sticking with them through the tough times.
31 Jul 2018 29 min

Fresh thinking at Citywire Fixed Income Retreat 2018

Citywire Selector’s editor Chris Sloley is on the floor at Citywire Fixed Income Retreat 2018. He sits down with Investec W&I’s head of fixed interest, Darren Ruane, to hear how cash levels are creeping up in portfolios and shares a coffee with Citi’s EMEA strategist, Jeffrey Sacks, to discuss and…
8 Feb 2018 17 min

What selectors dislike about Ucits

Just because a hedge fund strategy has emerged in a Ucits structure doesn't make it immediately safe. Chris Sloley, Citywire Selector’s editor, this month finds out the main drawbacks to looking at alternative ideas. He catches up with Ian Crispo, head of liquid funds research at Deutsche Bank, to discuss…
10 May 2018 22 min