Quarterly Update for the second quarter of 2026: Latin American Corporate Debt

In this video, María Verónica Armas, Portfolio Manager, reviews the performance of Latin American corporate credit during the second quarter of 2026, a quarter marked by a significant recovery in global markets, declining inflation expectations, and continued strength in Latin American credit fundamentals.

Throughout the capsule, she discusses the evolution of U.S. rates and inflation indicators, the compression of corporate credit spreads across Latin America, the region’s relative performance versus other emerging markets, and the main portfolio positioning decisions taken during the period. She also provides an outlook on the key opportunities and risks investors are monitoring going forward.