Eduardo Greco, Head of Latin America at Utilico Emerging Markets Trust (UEM), discusses the 2025-2026 South American election cycle's impact on political stability, economic growth, and investment opportunities.
As South America heads into a pivotal election cycle, investors need to stay ahead of the curve. In this exclusive breakdown, Eduardo Greco unpacks the political and economic shifts that could reshape market sentiment across the region — and what it means for your portfolio.
In this video investors will hear:
- How the decline in leftist leadership is reshaping political dynamics in Brazil, Chile, and Colombia
- What Argentina’s dramatic turnaround under President Milei signals for reform-driven market rallies
- Why historically low valuations across South America could present rare upside opportunities
- What key risks to watch: inflation, fiscal imbalances, and policy volatility
- Which economic indicators matter most as elections approach
- The three macro drivers that will shape investor sentiment in 2025–26
- Why now may be a strategic entry point for long-term investors time it right — and you could be ahead of the market.
Chile, Brazil, and Colombia's low valuations suggest investment opportunities
Utilico's Latin America exposure at 1/3 of its portfolio (as of Jan 2025).
