There are plenty factors to assume that Latin America will be one of the “outperformers” in the expected recovery of the global economy in 2021. With a LatAm investment, investors can benefit in many ways…

After the “Corona year” of 2020, the task now is to pick up the pieces and seize recovery opportunities and trends. Globally, the pandemic has posed significant challenges to all industries and countries. However, recovery is on the horizon in the wake of global vaccination strategies. Against this backdrop, Latin America, which was hit hard by COVID-19, is coming into focus for investors, and not just because Chile is among the top five countries with the highest vaccination rates globally. Even stronger arguments that a large part of Latin America will become an outperformer “in the year after”, despite sometimes difficult political conditions, are:

  • Restoring mobility in Brazil and Mexico is seen as one of the biggest drivers of recovery.

  • Following the collapse of the supply side for many commodities in 2020, LatAm as a large commodity exporter is likely to be one of the biggest beneficiaries of the foreseeable rising prices. This is especially true for industrial metals.

  • Currently, many tech companies are emerging in LatAm, which should prove to be growth drivers of the New Economy – especially with regard to the large number of young consumers.

In LarrainVial we have found a local specialist who successfully translates these trends into portfolio strategies.

< Back to overview

There are plenty factors to assume that Latin America will be one of the “outperformers” in the expected recovery of the global economy in 2021. With a LatAm investment, investors can benefit in many ways…

After the “Corona year” of 2020, the task now is to pick up the pieces and seize recovery opportunities and trends. Globally, the pandemic has posed significant challenges to all industries and countries. However, recovery is on the horizon in the wake of global vaccination strategies. Against this backdrop, Latin America, which was hit hard by COVID-19, is coming into focus for investors, and not just because Chile is among the top five countries with the highest vaccination rates globally. Even stronger arguments that a large part of Latin America will become an outperformer “in the year after”, despite sometimes difficult political conditions, are:

  • Restoring mobility in Brazil and Mexico is seen as one of the biggest drivers of recovery.

  • Following the collapse of the supply side for many commodities in 2020, LatAm as a large commodity exporter is likely to be one of the biggest beneficiaries of the foreseeable rising prices. This is especially true for industrial metals.

  • Currently, many tech companies are emerging in LatAm, which should prove to be growth drivers of the New Economy – especially with regard to the large number of young consumers.

In LarrainVial we have found a local specialist who successfully translates these trends into portfolio strategies.

< Back to overview