In this engaging conversation, Bertrand Delgado, head of Latin America strategy at Societe Generale, shares insights on the improving foreign demand for emerging-market local debt. He discusses how geopolitical risks and opportunities are shaping investment flows, particularly in Latin America. Delgado analyzes the impact of central bank policies on debt performance and the favorable conditions for Latin American currencies. Additionally, he highlights the effects of political changes, especially in upcoming elections, on fiscal policies and investment opportunities.
