Quarterly Update for the second quarter of 2026: Latin American Equities

In this video, Camila Guzmán, Portfolio Manager, reviews the performance of Latin American equities during the second quarter of 2026, a period shaped by both global geopolitical developments and key political events across the region.

Throughout the capsule, she discusses the impact of oil price volatility and rising inflation expectations on regional equity markets, particularly in Brazil, as well as the political developments in Peru and Colombia that helped reduce uncertainty and improve the investment outlook for Latin America. She also shares her perspective on the main drivers that could support regional equity performance during the second half of 2026.