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NewsMarkets

Allianz GI, AXA IM, and ...

Growth or Value: Who Benefits More From the Fed’s Interest Rate Cuts?

The interest rate cut made in September by the U.S. Federal Reserve (Fed) is marking a shift in market trends heading into the final quarter of the year. According to some international asset managers, while the move is gradual, the beginning of the global shift in monetary policy could be accompanied by the end of ...

Opinion

The Column by Joaquín Barrera, ...

Have the Opportunities in Latin American Fixed Income Disappeared With the Monetary Normalization Cycle?

After the COVID-19 pandemic, the world faced a supply chain disruption that led to unprecedented levels of inflation. In response to the rapid increase in prices, central banks were forced to raise interest rates to historic levels to mitigate inflationary effects. Latin America was no exception to this global trend. Countries like Brazil, Chile, Colombia, ...

NewsMarkets

With Presentations on the Andean ...

The World According to Credicorp Capital: The Annual Lima Conference Brought Together More Than 150 Investors

In two days packed with keynote speeches and discussions about opportunities in the Andean region, Credicorp Capital once again demonstrated its strength in capturing both regional and global dynamics from an investment perspective. Monetary policy, AI, mining, the U.S. economy, emotional management, one-on-one meetings... the eleventh edition of the Lima Investor Conference also featured a ...

NewsMarkets

Interview with Todd Morris, PM ...

Market May Improve its Growth Outlook as Fed Cuts Rates

The cuts made by the Fed and announcements that this trend will continue will benefit investments in companies targeting long-term growth, Todd Morris, portfolio manager of Large Company Growth at Polen Capital, told Funds Society. “Long-duration, high-growth companies benefit from a lower capital costs, lower interest rates and therefore lower discount rates, which drives their valuations up,” ...

OpinionMarkets

The Column by Diego Martínez ...

What Does the Fed Know That the Market Ignores?

On Wednesday, September 18 for the first time since 2020, the U.S. Federal Reserve lowered its benchmark interest rate. This wasn’t a surprise. In fact, the Fed's Chairman, Jerome Powell, had already hinted at this move during the central bankers' meeting in Jackson Hole last August. It wasn’t unexpected for the market either. The U.S. ...

NewsMarkets

Initial Assessments

Middle East Conflict: Tepidness in the Stock Markets Amid Rising Oil and Dollar Prices

Throughout the year, the mantra of “geopolitical risks” has gained relevance as conflicts and international relations have become increasingly tense. The situation in the Middle East has worsened following Israel’s ground invasion of Lebanon and Iran’s response, increasing the likelihood of a regional-scale conflict. The markets' reaction has been, for now, lukewarm. However, three asset ...

NewsMarkets

According to a Report by ...

The Path Toward Lower Interest Rates in Mexico Is Uncertain

While the market consensus anticipates that the Bank of Mexico (Banxico) will reduce interest rates in the coming months—a view shared by Bank of America (BofA)—the path remains uncertain. Mexico’s headline inflation is still close to 5%, the labor market is tight, the peso has weakened, and inflation expectations remain above 3%. These factors, along ...

NewsRegulation

For More Than $88 Million

The SEC Fines 11 Firms for Misuse of Their Communications

The SEC announced charges against 12 firms, including broker-dealers, investment advisers, and a dual-registered broker-dealer and investment adviser, for widespread and prolonged failures in the maintenance and preservation of electronic communications, violating the recordkeeping provisions of federal securities laws, according to the regulator's statement. The firms admitted to the facts outlined in their respective SEC ...

NewsMarkets

The Perspective of Asset Managers

Why Does the Fed’s 50 Basis Point Cut Make Sense?

The U.S. Federal Reserve (Fed) met the expectations set by its chairman, Jerome Powell, at the Jackson Hole meeting and announced on September 18 a rate cut of 50 basis points, the first since 2020. The cut was widely expected and discounted by the markets, but the debate centered on whether the Fed would opt ...

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