Category Archives: Uncategorized

Ley seca. 

Very interesting… Tomorrow are some local elections here in Colombia and so tonight the country is banned from drinking so they don’t show up drunk for the vote.  Love it.    

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The Impact of US Growth and a Strong US Dollar on Emerging Markets

#thanksobama US unemployment has dropped from 10% in late 2009 to 5.5% in February 2015, and the US Dollar is on a record growth streak. While that is good news for US firms and US investors looking to acquire ex-US, … Continue reading

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Fondos de Inversion Colectiva (FIC) Growth in Colombia

Colombia is on a communication and education campaign for mutual funds (fondos de inversion colectiva). The industry is still small in comparison to North America or even Chile, but according to the Superintendencia Financiera de Colombia, AUM at 2014 year-end … Continue reading

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Finding Balance

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Mutual Fund Assets at $31 Trillion – Equities Dominate, Global Retirement Solutions

Globally, mutual fund assets tracked by the ICI and other associations are above $31 trillion. Almost half of that total is in equity funds and almost 60% are held by investors in the Americas. Latin America accounts for about $1.5 … Continue reading

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Colombia grew by 4.6% in 2014, driven by construction and consumption – LatAm Trends

Colombia’s DANE (el departamento administrativo national de estadistica) confirmed GDP (producto interno bruto) growth of 4.6% in 2014, despite the price decline for oil. Mining and energy was the drag, shrinking by 0.2%. Brazil on the other hand has to … Continue reading

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Enskat & Associates: My analysts are…

Not only the hardest working and smartest in the world. They also look amazing right before they throw themselves into ice cold unchartered territory. Oh, and they also make it on the front page of the NY Times. Only the … Continue reading

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Earnings season: Carlyle Group acquires asset manager, raises 3.4b in fresh capital

As mentioned in my recent postings on institutional investors, SWFs have increased their interest and stakes in private equity firms in the crisis. CIC took a 10% stake in Blackstone, ADIA acquired 7.5% in the Carlyle Group. Among the highlights … Continue reading

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Learning from Chile: Principal buys AFP, the growth of Latin America retirement investing and Chile educating the US

Latin America is high on the list of priorities for asset managers. Mostly, that includes expanding investment management in and for the region to build out product ranges and investment capabilities, but we also see a much stronger business push … Continue reading

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Top 25 paid women in business – finance leads the way

After my post “womenomics – the end of men in finance?” earlier this week, let’s move away from just titles and see who brings home the bacon. Fortune just published the list of the best paid 25 female powerhouses, and … Continue reading

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