Latin America and the Caribbean are experiencing renewed economic importance, driven by strong commodity exports, growing demand for critical minerals, and shifting global trade and investment dynamics. Spanning from Mexico and the Caribbean to Argentina and Chile, the region benefits from vast natural resources and increasing geopolitical relevance, positioning it for sustained growth despite global uncertainty.

Le second semestre 2026 s’annonce globalement favorable pour les marchés obligataires, mais il est aussi clairement porteur de risques. La croissance est résiliente, les fondamentaux du crédit sont solides et la demande de revenus reste forte. Cependant, les anticipations d’inflation ayant progressé, les banques centrales restent focalisées sur la hausse des prix. Enfin, le conflit au Moyen-Orient ajoute à l’incertitude.

The global credit landscape is evolving rapidly, shaped by persistent inflation concerns, shifting monetary policy, resilient corporate fundamentals and volatility. Against this backdrop, blue-chip corporate issuers are increasingly being seen as less risky than many sovereigns. However, in this uncertain context, returning to fundamentals, including issuer quality and diversification is key.