André Esteves

Thanks to Jeff Prestridge for this article on Utilico Emerging Markets Trust in This Is Money, where I share the growth opportunities in infrastructure development in #Brazil and how this benefits UEM. UEM is listed on the LSE. https://lnkd.in/gjtacsgB #investmenttrusts #infrastructure #utilities #emergingmarkets The Association of Investment Companies (AIC)

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Exploring the global hunt for value with Manulife Global Equity Class. Portfolio manager Manar Hassan-Agha, CFA reveals Mawer Investment Management's strategy, spanning from São Paulo to Paris, in search of robust investment opportunities. https://hubs.la/Q02xP26D0 #ValueInvesting #GlobalEquities #InvestmentStrategy #MawerInvestment

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PPET lead manager Alan Gauld recently took part in a fireside chat with Giovanni Amodeo for Mergermarket to discuss the evolving midmarket secondaries landscape. The discussion, which is part of the #IONInfluencers series, covered Alan's career background and journey into private equity as well as his views on where the future of PE and secondary markets will go: “The secondary market has grown enormously since the time of the global financial crisis…. as we look forward, the secondary market is still relatively small…so we still think secondaries has a long way to go, there will be a lot of innovation there.” For the full discussion, view the link below. #Patria #PPET #PrivateEquity #SecondaryMarket #Secondaries #MergerMarket #InvestmentTrust

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In this video, Partner | Vice President Investment Amaury de Barros Conti provides a recap of what happened in the markets during the month of April: https://ow.ly/h8yZ50RARU5 #SenderoWealthManagement #SenderoInvestments © Sendero® 2024

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Market Recap: As of May 9th, 2024, AI is aiding scientists, Brazil is still facing historic floods, and consumer sentiment is weakening. For a comprehensive overview of these market trends, and more, please visit the full Weekly Market Recap on our website. Market Recap – May 10th, 2024 – Bridge Advisory. https://lnkd.in/gPQ3Bhdc Bridge Advisory LLC Disclosures Bridge Advisory, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Investment Advisory Services offered through Bridge Advisory, LLC. Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type. Past performance is not a guarantee of future results.

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Safra National Bank, recognizing the severity of the unprecedented flooding disaster in Rio Grande do Sul, Brazil, has made a donation to support the victims. The flooding has devastated homes and communities across the region, leaving countless families displaced and in dire need of assistance. This tragedy has caused widespread destruction, and now, the people of Rio Grande do Sul are in the crucial phase of rebuilding their lives. To provide this much-needed aid, Safra National Bank has chosen to contribute through the partnership between #BrazilFoundation and the #LuzAllianceFund, both respected institutions known for their effective charitable work. Their collaborative effort ensures that the donation is directed to the areas and communities most affected by the disaster. The partnership aims to provide immediate relief through essentials like food and water, and long-term support in rebuilding homes and infrastructure. This will help restore stability and offer a renewed sense of hope for the future, ensuring that families can return to their daily lives with dignity and resilience. Join our efforts, click here to donate: https://lnkd.in/dnn-JSft

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In our recent webinar on small Emerging Markets and Frontier Markets, Ashmore’s Andrew B. and Gustavo Medeiros discussed the need for diversity in global asset allocations and why they believe small Emerging Markets & Frontier Markets continue to offer rich rewards for investors. Watch Andrew share more about the regions and countries in the Frontier and Small EM universe below, and find the full webinar replay here: https://lnkd.in/e9cUTHrA #EmergingMarkets #FrontierMarkets

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ESG investing has had its ups and downs, like everything else... except that ESG actually matters. ESG is about doing the right thing for all stakeholders, which ultimately maximizes long term value (this is proven by facts). I decided to take this course not because of the trend, but to become a better investor. And I am glad I did... #WhartonExecEd #WhartonESG

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Premialab is delighted to participate in the Bank of America QIS Conference in São Paulo, where industry experts, senior portfolio managers, and clients unite to share insights and experiences in the fast changing landscape of quantitative investments. Our Senior Product Specialist, Dylan O'Connell, will be on hand to discuss how Premialab can provide clarity in navigating the world of QIS strategies. We’d love to connect with you! Send us a message if you’re attending or would like to learn more. #Premialab #PureFactors #Benchmark

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🌟 Reflecting on an invigorating panel discussion at the @milkeninstitute 2024 Global Conference last week! Our conversation dove deep into the challenges and opportunities in Latin America, a region ripe with potential for long-term investors. 🌎💡   Alongside three insightful participants— Altagracia Gomez, Sara Moreno, Salim Samaha, and Juan Manuel Valle Pereña—and expertly moderated by Adalberto Palma, we explored the strategic advantages of viewing Latin America as an integral part of our extended economic landscape.   The rising trends in ‘friendshoring’ and ‘nearshoring’ highlight the significant opportunities for those looking at this region as our own backyard.   As an advocate for long-term investment over short-term trading, I'm hopeful about what the future holds for this dynamic region, especially with the shift towards integrating these economies into closer supply chain networks.   Thank you to the Milken Institute and all the fellow panelists for such a direct, actionable and hopeful dialogue. 🚀🌍   #MIGlobal #LatinAmerica #LongTermInvestment #Friendshoring #Nearshoring #EconomicGrowth #SupplyChainInnovation

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In this article, we share our experience of shifting from a VC-only asset manager to a multi-class investment house, backed by the ambition of broadening our capacity to drive finance towards positive impacts. Thanks to Daniel Izzo for leading the piece and to Dennis Price for featuring it on ImpactAlpha .

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Javier Milei: A Maverick in the Global Populist Landscape Javier Milei from Argentina stands out from the typical global populist wave primarily due to his libertarian economic stance. Unlike many populists who favor state intervention, Milei advocates for minimal government and free-market reforms. His anti-establishment rhetoric targets not only political elites but also criticizes long-standing economic policies in Argentina. Milei's direct and provocative communication style and his position as a political outsider further align him with populist traits, yet his focus on economic issues over nationalism or social policies distinguishes him distinctly within the populist spectrum.

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We’re honored to be recognized as the ‘Best Investor in Latin American Corporate Bonds’ at the GlobalCapital Latin America Bond Awards 2024. A huge thanks to Global Capital and our industry peers who participated in the Global Capital survey for the recognition. This award is a testament to our dedication to uncovering investment opportunities in the emerging markets corporate bond market. Learn more about the Global Capital Latin America Awards: https://lnkd.in/e-akjugC Wellington Management did not pay a fee to be considered for this award. Winners are selected by Global Capital and recognize the most impressive banks, issuers and deals, as well as investors, law firms, rating agencies and other key market participants in Latin American debt capital markets. This award was announced on April 16, 2024 and is based on the 2023 calendar year. Wellington Management was the only winner in the Best Investor in Latin American Corporate Bonds category, and the selection methodology was based on a survey of market participants with one vote allowed per institution. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.

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How committed are asset managers to diversity, equity and inclusion? Very. That’s the finding from a study by the Callan Institute, the research and education arm of consultancy Callan LLC. The results of the survey of 1,200 asset managers, Callan’s first on the subject, were that 70% had a formal DEI policy, 71% had diversity recruitment initiatives and 65% had a DEI training program. Further, 50% sponsor a mentor program, where more senior employees guide new hires from underrepresented groups. These findings are important to allocators, whose organizations hire outside managers to invest assets, often with a focus on particular asset classes, such as private equity. https://lnkd.in/g9ztGC6s #dei #assetmanagers #deib #diversity

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By request: An open publicly sharable link to the full text of our paper on #sustainable lifetime #retirementincome #pension reform in #Chile https://rdcu.be/dF0ur

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In MFS’ view, sustainability considerations are jigsaw pieces of the fundamental research puzzle and need to be integrated when material. Learn about our approach, 2023 engagement activities and more in our latest Annual Report. bit.ly/3UWXH2a.

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Quanto Credit Hedging notes by Dr. Stefan Andreev (Executive Director, Morgan Stanley) Stefan Andreev was the head start for Fixed Income Emerging Markets in Europe and the Americas, as well as the head start for Fixed Income Structured Bonds Quanto Credit Hedging Explained 1. Definition Quanto Credit Hedging: Strategy to protect against credit risk in one currency affected by the creditworthiness in another currency. 2. Key Concepts Quanto Option: Payoff in one currency for an asset denominated in another. Credit Spread: Yield difference between risky and risk-free bonds. 3. Modeling FX Dynamics Spot FX Rate: Current exchange rate, modeled stochastically. Forward FX Contracts: Future currency exchange agreements influenced by spot rates and interest rates. 4. Interest Rates Risk-free Rate: Theoretical return on a riskless investment. Compound Interest: Interest on both initial principal and accumulated interest. 5. Credit Event Modeling Poisson Process: Models default events over time. Hazard Rate (h): Constant rate of expected default. 6. Replication and Arbitrage Strategies Replication: Mimicking payoffs with different instruments. Arbitrage: Exploiting price differences for risk-free profit. 7. Case Study: Italy Bonds Multi-currency Issuance: Bonds in EUR and USD with cross-default risk. Credit Spread Comparison: Evaluating spreads to assess credit risk. 8. FX Jump-on-Default Model Jump Process: FX rate jumps by a fixed multiplier on default. Forward FX Dynamics: Deriving future FX rate behavior. 9. Hedging Ratios Hedging Ratio: Size of hedging position relative to the hedged position. Sensitivity Analysis: Impact of underlying variable changes. 10. Implementation in Trading Model Definition: Capturing market dynamics. Pricing Instruments: Using stochastic equations for hedging instruments. Trading Rules: Developing rules for effective hedging. Kickstart your Quant Interview Prep Check out Quant Insider Stack - https://lnkd.in/gcfdUEfg A Bundle of Interview Byte, Quantopia Library, and Quant Insider Project Handbook ‘Interview Byte’ contains 500+ Interview questions (https://lnkd.in/gkqcrrKf) Quantopia Library is the goldmine for building your domain knowledge (https://lnkd.in/geThBB4d) Quant Insider Project Handbook has 10 HFT/hedge fund industry-oriented projects(https://lnkd.in/gWBEn78U) Checkout our course Machine Learning for Finance - The course is designed by Industry Veterans Hariom Tatsat, CQF, FRM with years of working at the biggest Investment Bank and trading firms on Wallstreet - https://lnkd.in/gtJDWcus Use Coupon code - "EARLYBIRD20" for 20% off on the course

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Despite the political buzz in 2024, the real story is the macroeconomic forces at play. Mexico's near-shoring boom and Latin America's growth present significant investment opportunities. Forstrong's actively-managed emerging market equity ETF is poised to capitalize on these trends. Read the full article: https://lnkd.in/gqzFXU5Q #Forstrong #AskForstrong #Finance #Thoughtleadership #EmergingMarkets

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