13. Latin America: from the Mexican wall to Brazilian pensions

Research trips don't always result in new opportunities – they can also give you a reason to sell a company. Devan Kaloo, manager of Aberdeen Latin American Equity, discusses his last trip to Brazil, and how new pension fund reform could result in more investment, more consumption and more growth. Devan also talks about President Trump's ambition for a Mexican wall and the more worrying impact of trade tariffs.
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Aberdeen Latin American Equity fund, as the name suggests, gives investors exposure to companies throughout Latin America. Aberdeen Standard’s emerging markets team specifically look for businesses in the region that can demonstrate outstanding quality characteristics, such as strong management and balance sheets.

Read more about Aberdeen Latin American Equity fund

This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Remember, all investments can fall in value as well as rise, so you could make a loss. Before you make any investment decision, make sure you’re comfortable and fully understand the risks.Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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