Features - Expert Comment

3 Oct 2011
Funds of hedge funds have plenty to offer Latam institutions but must carve out the right value proposition in an age of increasing investor demands. By Aldo Lepori Cappelletti, general manager, Peruvian State Pension Fund ONP
3 Oct 2011
Planned US tax regulation is due to have an unprecedented impact on fund managers across the world, including those in Latam. But is there enough time to prepare for an extra layer of administration and accountability? By Charles Muller, deputy director general, Association of the Luxembourg Fund Industry (ALFI)
3 Oct 2011
The creation of the Chilean, Colombia and Peruvian stock exchanges in addition to the recent increase in the local foreign investment cap to 50% is likely to accelerate the growing trend of Peruvian pension funds investing abroad. By Juliana Llosa, senior associate, Rubio Leguia, Normand
3 Oct 2011
Having become popular among participant-directed retirement programmes in the US and UK, life cycle funds are expected to soon be adopted by Brazilian pension plans. By Franҫois Racicot, principal, Mercer
3 Oct 2011
The liberalisation of Brazilian pension funds’ investment environment presents an opportunity for these investors to diversify away from fixed income just at the right time, but just as importantly, it is forcing the industry to improve levels of governance and professionalism. By Arlete Nese, investment & financial manager, Banesprev – Fundo Banespa de Seguridade Social
3 Oct 2011
Historically Latam has been a volatile and risky region, but since the 2008 crisis we have seen the tide turn. Positive structural changes in the region have led Latin American equities to outperform other emerging market and surpass troubled developed markets. By Alejandro Olea, partner and portfolio manager, Moneda Asset Management
23 Mar 2011
The Brazilian private equity space is not without its challenges, but having lagged other major emerging markets, activity in Brazil is only set to increase as local and international firms are increasingly drawn towards the numerous underpenetrated growth sectors on offer
22 Feb 2011
The credit crisis has challenged a long-standing misconception that emerging markets are riskier than developed economies, and with economies like Brazil set to dictate the global pricing and currency dynamics of the future, pension funds must ensure they have the right level of emerging market exposure in their portfolios today
17 Dec 2010
Today’s need for diversification is fuelling derivative trading in Latam
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