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COVID proved to be a pivotal moment in Latin America's real-estate market.  A region once characterized as having a healthy commercial real-estate market and a fledging industrial real-estate market was completely upended by the pandemic.  Now it seams that a new normal is taking shape.

We spoke with Juan Gallardo, EVP, Latin America, for the real estate giant Colliers, to learn more about this new normal and what's next.

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Dr. Robert-Evan Ellis returns to the Horizontes podcast to update us on the status of US-China competition in Latin America.  The Trump administration is far more explicit than previous US administrations at identifying the threat of Chinese commercial, diplomatic and military engagement in Latin America.  But are US tactics the right formula to countering the China threat?  And how will Latin American leaders navigate their futures under the shadow of a growing US-China rivalry in their region?  

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Latin America's healthcare market is growing at close to 10% per year, driven by a rapidly aging and increasingly obese population. For some, the regon's rapidly expanding healthcare spending is an opportunity, but it also represents an enormous fiscal challenge ahead for the region. To help us understand the complexities of an industry that touches us all, we interviewed Guillaume Corpart, Managing Director of Global Health Intelligence.  

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Mexico's recently inaugurated President Claudia Sheinbaum aims to chart a delicate path forward, inventing necessary new policies while preserving the political legacy of her mentor, AMLO.  Julio Portales and Roberto Salinas together bring over 60 years of political and economic analysis of Mexico.  Their nuanced understanding of political transition makes for an informative podcast.  

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Latin America's demographic shift is about to accelerate as its elderly population leads all segments with double digit annual growth.  The transformative adoption of new and often disruptive technology is rapidly changing competitive landscapes and basic assumptions for businesses in the region.  Companies need more time to adequately plan their future product portfolio and asset structure.  That is why AMI developed a 10-year forecast of the region.

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Airbus is now the world's largest aeronautical manufacturer, in part thanks to its ability to penetrate aviation markets around the world, including Latin America. The region's airlines have gone through their fair share of tumult but even greater disruption lies ahead. Latin America could become the world's leading supplier of sustainable aviation fuel as well as a leading labor pool of future pilots and technicians. To help make sense of this future, we will chat with Arturo Barreira, the veteran leader of Latin America at Airbus who knows the industry like few others.

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The election of Claudia Sheinbaum delivered several surprises.  One of the less welcome surprises from the investor's point of view was the creation of a super majority in the Chamber of Deputies and 2 seats shy of a super majority in the Senate, in addition to control of 75% of Mexico’s governorships. During the month of September, when these newly elected officials take office, AMLO will still be in power and able to exercise his plan C — a radical overhaul of the constitution.  That has many people concerned.  

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The election of Gustavo Petro in 2022 was unsettling to many Colombians.  After naming a somewhat centrist cabinet, his lack of quick wins led Petro to surround himself with loyal sycophants and assume a more rigid stance.  The political right and Colombia's institutions have fulfilled their constitutional roles of standing up to a strident executive branch, effectively boxing in Petro.  Could his four years in power go down as the longest lame duck Presidency in Colombian history?  To help answer this and so many other questions about the present and future of Colombian politics we invited Sergio Guzmán to the podcast, the Director of Colombia Risk Analysis.  Sergio is a singular voice of objectivity and reason in today's partisan analyisis of politics in Colombia.  He explains the tactical and foretells the strategic like few others.  

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Mexico realized an historic election on June 2nd, 2024, choosing its first female President.  Far more polemic is the fact that the Morena party's landslide victory delivers a 30-day window of opportunity to outgoing President AMLO to radically upend the constitution, an opportunity that he relishes.  The month of September could prove contentious for Morena party leaders, as the outgoing leader AMLO vies to leave a lasting legacy while incoming President Claudia Sheinbaum struggles to calm markets roiled by the awkward transfer of power.  To help us untangle this political web, we are joined by Alex González Ormerod, a rising star in the world of Mexican political analysis, who offers a highly nuanced and insightful take on Mexico's new political landscape.