LarrainVial Asset Management
20/04/2026
Quarterly Update for the first quarter of 2026: Latin American Currency Debt
In this video, Alexandre Larraín, Portfolio Manager FX & Rates, reviews the performance of Latin American local currency debt during the first quarter of 2026, a period marked by sharp shifts in market conditions and heightened volatility.
The capsule covers the impact of currency moves and rate repricing across the region, highlights key differences at the country level, and discusses how the adjustment in valuations is shaping current portfolio opportunities.