Keeping on top of the turbulent and complex political environment in LatAm and broader emerging markets is no mean feat.
One person with a continual eye on this part of the world is Thierry Larose, a Citywire AAA-rated emerging markets debt PM at Vontobel.
In the second of a two-part EMD in Focus series, he dropped in to speak to Citywire Selector news editor Ian Heath about managing political risk in South America, including the impact of the election of left-wing Luiz Inácio Lula da Silva (Lula) as Brazil’s president and the emergence of libertarian political outsider Javier Milei in Argentina.