Brazil – a conundrum for investors

Brazil – a conundrum for investors

LOcom_AuthorsAM-Sita.png   Leslie Sita
Client Portfolio Manager
Jamie Salt
Analyst
  LOcom_AuthorsAM-Salt.png
LOcom_Authors_Philipp-Burkhardt.png   Philipp Burckhardt
Analyst


Brazil is no stranger to corruption claims and political instability. But to ignore this market is to ignore a potential source of valuable yield.

Prudence is key for investors in Brazil’s debt markets, in our view.

A quality-focused approach can help investors recognise both the positives – a growing economy and attractive yield potential – while taking into account the complex challenges facing Brazil: intense political uncertainty in an election year; a weak fiscal position, and an urgent need for reforms.


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important information.

For professional investor use only.
This document is issued by Lombard Odier Asset Management (Europe) Limited, authorised and regulated by the Financial Conduct Authority (the “FCA”), and entered on the FCA register with registration number 515393
Lombard Odier Investment Managers (“LOIM”) is a trade name.

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