Insights

Dear Clients, As I suggested several months ago in a previous client letter, it wouldn’t be too long before inflationary concerns took hold in much of the public and professional discourse given rising treasury yields, questionable equity valuations, and the trajectory of various asset classes, Read Entire Entry

The February 2021 edition of INVESTIR: Insights from the International Country Risk Guide is now available.  Possible fuel price intervention in Brazil; Belarus tightens the screws on dissent; Draghi enjoys considerable popular/legislative support (for now); elections and cabinet choices in Cote Read Entire Entry

PRS’ coverage of the Americas this month includes updates on recent developments in Paraguay and Suriname, as well as fully revised reports on Costa Rica and Canada, where a legislative logjam resulting from the governing Liberal Party’s lack of a parliamentary majority has fueled speculation Read Entire Entry

Dear Clients, A good deal of the talk over the past month has centered on the risk of higher inflation and its impact on parts of the emerging market asset class.  The basic idea is that rising US Treasury yields of late reflect looming inflation expectations, which at one level suggests the Read Entire Entry