


The cracks beneath Colombia’s resilience
Colombia enters 2026–2027 with a macroeconomic profile defined by a clear tension. On the one hand, the economy has shown greater resilience than many observers expected. On the other, fiscal deterioration has become large and persistent enough to raise concerns over policy credibility and medium-term debt sustainability. Colombia’s current story is therefore not one of immediate instability, but rather of a country whose longstanding institutional strengths are being tested by the scale of its fiscal imbalance.
Looking for investment opportunities in Latin-American banks
Latin American banks offer many qualities investors value: strong profitability, ample capital and sophisticated regulation. Leading institutions are often subsidiaries of large European banks, with diversified earnings across lending, insurance, asset management, advisory services and payments, making the sector one of the more attractive areas of emerging-market finance.
How EM corporates go beyond the usual fixed income playbook
When investors think about fixed income, their attention is often drawn to developed market government bonds, investment grade debt or high yield debt. Emerging market corporate debt, by contrast, remains a relatively underexplored segment of global bond markets.


