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Emerging Markets Spotlight

Rejection of a left-wing constitution reduces risk for equity investors in Chile, but economic problems remain an obstacle

  • James Syme
22 Sep 2022
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View PDF   Download PDF  

Given our overweight positions in Mexico and Brazil, why do we not have a position in Chile, Latin America’s third-largest market? The answer to that has two parts, each of which is an example of what we consider to be key risks in country-driven emerging market investing.

Disclaimer

The views expressed are those of the portfolio managers as of September 2022 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.

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