In this podcast, Hiba Mouallem, Investment Strategist, and Stephan Kemper, Chief Investment Strategist in Germany, explore Latin America’s economic and political shifts, growth drivers and investment opportunities.

• Latin America benefits from strong US growth, high commodity prices and a weaker dollar.

• Political shifts towards market-friendly policies in Argentina, Chile, and upcoming elections in Peru and Colombia.

• Mexico has a competitive edge with low USMCA tariffs, economic ties with the US, and undervalued stocks.

• The LatAm region offers diversification with cyclical sectors like banks and commodities.

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