News · Podcast
The pulse of the markets: Martti Forsberg discusses opportunities in Latin America
The latest episode of our podcast series “Let’s talk about alternatives” takes a deep dive into one of the most influential regions in emerging markets today. Martti Forsberg, Portfolio Manager at LGT Capital Partners and a member of the Emerging Market Fixed Income team, shares his insights from recent meetings in London with policymakers from across Latin America.
He explains why sentiment in the region is turning cautiously optimistic, driven by factors ranging from resilient commodity prices to improving inflation dynamics and some of the most attractive real yields in the Emerging and Frontier Market universe. The conversation explores Latin America’s growing strategic role in global supply chains, the impact of upcoming elections and the institutional resilience that continues to underpin investor confidence. Martti also offers compelling country-level insights on Brazil, Mexico, Chile, Peru, Argentina and others.
Listen to the full episode here.
