Investment Adventures in Emerging Markets

A Lens on Latin America
Perspective

A Lens on Latin America

We think the manner in which Brazil’s government institutes reforms to utilize its resources most effectively will be key to its economic transformation. Within the next three to five years we could see tremendous changes—if the will is there.

A Contrarian Case for Brazil
Perspective

A Contrarian Case for Brazil

I’m pleased to say that while Brazil certainly still has problems to work through, I’m a little more optimistic about the investment prospects there than I was about six months ago—and that’s partly because everyone else seems so pessimistic!

Three Words for Brazil
Perspective

Three Words for Brazil

In our view, a more market driven economic approach in Brazil, together with a reduction in bureaucracy, should benefit both the people of Brazil and investors in the country, but our investment metrics suggest that a number of businesses with strong management and attractive positions in their markets are well placed potentially to prosper even in a business-as-usual environment.

Brazilians Demonstrate Their Right to be Heard

Brazilians Demonstrate Their Right to be Heard

Dodging Soccer Balls and Sharks in Recife, Brazil

Dodging Soccer Balls and Sharks in Recife, Brazil