LarrainVial Asset Management
20/04/2026
Quarterly Update for the first quarter of 2026: Latin American Equities
In this video, Gustavo Catalán, Head of Research provides an overview of Latin American equities during the first quarter of 2026, a period in which the asset class emerged as one of the strongest global performers.
The capsule explores the key drivers behind this outperformance, including global portfolio reallocation flows, the region’s distinctive sector composition, the impact of higher energy prices, and the evolving political backdrop in Brazil.