Latin America

February 23, 2017 on Investments Latin America

Peru: Cementos Pacasmayo and Ferreycorp – Two world-class teams

  A two-week trip to Latin America, travelling through Argentina, Chile and Peru, gives our fund management team food for thought as change is un...

By Roberto Lampl


February 14, 2017 on Investments Latin America

Chile: time for Bachelet to be substituted?

  A two-week trip to Latin America, travelling through Argentina, Chile and Peru, gives our fund management team food for thought as change is un...

By Florian Gueritte


February 3, 2017 on Investments Latin America

Argentina: Macri, The “Messi” of the Argentine economy?

  A two-week trip to Latin America, travelling through Argentina, Chile and Peru, gives our fund management team food for thought as change is un...

By Roberto Lampl


December 14, 2016 on Asia Future World Indian Subcontinent Investments Latin America

2016 Market Insights

  Over the course of 2016 our investment team gave us 12 market insights, stretching from Brazil to Burma, the Andes to Asia. Click below to read...

By Eve Black


August 31, 2016 on Investments Latin America

The End of the Beginning: What Dilma’s impeachment heralds for Brazil

  The Brazilian senate has just voted to confirm the impeachment of President Dilma Rousseff, handing the reigns of power to former vice presiden...

By Roberto Lampl


July 20, 2016 on Investments Latin America

On the road with the multi-latina leader in Microfinance

  On a recent trip to Mexico, our Latin America investment team visited Gentera, a stock in our Latin America Fund. We have owned Gentera since t...

By Roberto Lampl


March 26, 2016 on Investments Latin America

Brazil: Change on the Horizon?

  I arrived in Sao Paolo filled with curiosity to learn more about the faith of Dilma’s disastrous government and the cyclical positioning of i...

By Roberto Lampl


March 22, 2016 on Investments Latin America

Hotting up in Latin America

  It’s hot but luckily not sizzling here in Chile, a cool 28 degrees, as I arrive on my investment trip to the country. It’s an idea...

By Roberto Lampl


December 17, 2015 on Africa Asia Future World Indian Subcontinent Investments Latin America

Three Wise Men And A Cup of Tea

We may not be promising brilliant returns on gold, frankincense and myrrh, but Alquity’s three wise men have certainly got some stars to follow for ...

By Eve Black


December 14, 2015 on Latin America

Fund Manager Diary: Perceptions vs Reality in Peru and Chile

I spent the week in the capital cities of Peru and Chile, and what a contrast! Peru keeps improving on each visit I make to the country. Since my last...

By Roberto Lampl