Latin America

Rising deficit prompts downgrade

Strategists, asset allocators and fund managers reveal their best ideas for the months ahead as the second half of the year begins in earnest.

Will Landers, manager of BlackRock's Latin American investment trust, said he has adopted a defensive but more flexible investment approach as the region continues to struggle.

Peter Fitzgerald, head of multi-asset at Aviva Investors, analyses the growth prospects for developed and emerging markets and the impact of future central bank actions.

Findlay Park has launched a sterling unhedged share class for its American and Latin American funds, to allow investors to manage their own currency exposure.

Aberdeen Latin American Equity

Emerging markets are on the cusp of a fourth wave of reform, and this will matter more than any monetary or fiscal policy changes ever would, explains RBC's Richard Farrell.