Americas

Economics

Argentina: in economic quicksand?

Last year's market darling, Argentina, now finds itself in a vicious cycle of a weakening currency, rate hikes, lower growth and higher debt. So how can the country avoid a liquidity crisis turning into a full-blown crisis?

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Strategy

Horchata! A case for Mexican assets

In a raging bull market there is always the temptation to buy the laggards in the hope of juicy returns from a 'catch-up' trade. Unfortunately, all too often you end up in a value trap instead: there’s a reason the stock has lagged and that reason often turns out to be annoyingly persistent. There’s no doubt that Mexico meets the laggard definition. But I would argue that there’s a strong case it could actually be a catch-up story.

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Macrobites

The cajoler-in-chief

President Trump's approval ratings after his first 100 days in office make for grim reading. As markets question the ability of the White House to get its own way, we've seen a significant retracement in the "Trump trade" in both equities and fixed income. The President needs to become the cajoler, not just the commander, in chief to revive hopes of a large fiscal stimulus.

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Strategy

Are Argentina's Messi days in the past?

Is it worth investing in a currency plagued by high inflation, with a history of continuous depreciation and numerous large devaluations?

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