Latin America Investment Opportunities

Latin American equities are outperforming, but is this a short-term rally or the beginning of a structural bull market?

In this episode, Damanick Dantes, CMT, founder of Dantes Outlook speaks with Mauricio Alvarez, CEO and portfolio manager at OTG Asset Management to unpack key drivers behind the resurgence in Latin America markets. The conversation connects global macro trends (interest rates, U.S. dollar, commodities) with fundamental factors like earnings growth, valuations, and country-level opportunities.

The discussion also explores how quantitative signals, capital flows, and investor positioning are reinforcing the trend. From near-shoring in Mexico to commodity leverage across Brazil and Chile, this episode highlights why Latin America is gaining renewed attention from global investors, including potential risk factors.