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Edison issues update on BlackRock Latin American IT (BRLA): Worthy all...
Edison Investment Research Limited Edison issues update on BlackRock Latin American IT (BRLA): Worthy allocation as part of a global portfolio 14-March-2024 / 08:45 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 14 March 2024 Edison issues update on BlackRock Latin American IT (BRLA): Worthy allocation as part of a global portfolio BlackRock Latin American Investment Trust’s (BRLA’s) lead manager Sam Vecht and deputy manager Christoph Brinkmann remain optimistic about the prospects for the region. Interest rates are coming down ...
- Pedro Fonseca
BlackRock Latin American Inv. Trust - Worthy allocation as part of a g...
BlackRock Latin American Investment Trust’s (BRLA’s) lead manager Sam Vecht and deputy manager Christoph Brinkmann remain optimistic about the prospects for the region. Interest rates are coming down as Latin American central banks have been more proactive than those in developed markets in raising interest rates to combat higher inflation, which should be supportive for economic growth and asset prices. Latin America has remained relatively isolated from global geopolitical conflict, enabling t...
Edison issues review on BlackRock Latin American IT (BRLA): Last man s...
Edison Investment Research Limited Edison issues review on BlackRock Latin American IT (BRLA): Last man standing – committed to the region. 13-Nov-2023 / 17:17 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 13 November 2023 Edison issues review on BlackRock Latin American IT (BRLA): Last man standing – committed to the region BlackRock Latin American Investment Trust (BRLA) has two managers, Sam Vecht (lead) and Christoph Brinkmann (deputy). They highlight that Latin America has been overlooked by investors and the trust is now ...
- Pedro Fonseca
BlackRock Latin American Inv. Trust - Last man standing – commi...
BlackRock Latin American Investment Trust (BRLA) has two managers, Sam Vecht (lead) and Christoph Brinkmann (deputy). They highlight that Latin America has been overlooked by investors and the trust is now the only fund in the AIC Latin America sector. The managers are finding interesting opportunities in the region in their search for companies offering a niche product or service, which have long-term growth potential and are reasonably priced. BRLA offers a broad exposure to Latin America, wit...
- Pedro Fonseca
BlackRock Latin American Inv. Trust - High degree of confidence in the...
BlackRock Latin American Investment Trust’s (BRLA’s) lead manager Sam Vecht and deputy manager Christoph Brinkmann have a high degree of confidence in the positive prospects for the trust’s portfolio. It has an overweight exposure to Brazil versus its benchmark, the MSCI Emerging Markets Latin America Index. Vecht highlights high real interest rates in the country, providing scope for a lower base rate. Brazil now has a more stable political situation, and the manager anticipates that the econom...
- Pedro Fonseca
BlackRock Latin American Inv. Trust - BRLA’s board addressing the fund...
BlackRock Latin American Investment Trust (BRLA) has a new manager. Effective from 9 September 2022, former co-manager Sam Vecht was promoted to lead manager, while Christoph Brinkmann was appointed BRLA’s deputy manager, replacing former co-manager Ed Kuczma. Vecht says that the world is fractured, with rising inflation and interest rates, corporates struggling to grow and extreme political tension. He comments that these issues are not new for Latin America, while, following the recent Brazili...
- Pedro Fonseca
BlackRock Latin American Inv. Trust - Strong start to the year for Lat...
BlackRock Latin American Investment Trust’s (BRLA) two experienced managers, Ed Kuczma and Sam Vecht, remain positive on the outlook for Latin American equities, with Kuczma commenting that the region is ‘under-owned, undervalued and unloved’. He says that the year-to-date stock market rally in Latin America is a good example of how quickly investor sentiment can change, especially given the global environment of rising interest rates. Kuczma points to the move from growth to value stocks, comme...
- Pedro Fonseca
BlackRock Latin American Inv. Trust - Improving fundamentals, undemand...
BlackRock Latin American Investment Trust (BRLA) has two experienced managers, Sam Vecht and Ed Kuczma. They comment that Latin America is attractively valued both versus its history and compared with other regions. Within emerging markets, due to regulatory pressures there has been some rotation away from Asian technology companies whose shares have been favoured by investors over the last five to 10 years and have crowded out Latin American equities in emerging market indices. Vecht and Kuczma...
- Pedro Fonseca
BlackRock Latin American Inv. Trust - Improving fundamentals, undemand...
BlackRock Latin American Investment Trust (BRLA) has two experienced managers, Sam Vecht and Ed Kuczma. They comment that Latin America is attractively valued both versus its history and compared with other regions. Within emerging markets, due to regulatory pressures there has been some rotation away from Asian technology companies whose shares have been favoured by investors over the last five to 10 years and have crowded out Latin American equities in emerging market indices. Vecht and Kuczma...
- Pedro Fonseca
BlackRock Latin American Inv. Trust - Managers optimistic about the re...
BlackRock Latin American Investment Trust (BRLA) has become a more concentrated fund since the appointment of Sam Vecht and Ed Kuczma in late December 2018. Although Latin America has more recently been negatively affected by COVID-19, the managers are positive on the region’s prospects. They suggest that it is ‘under-owned, under-researched and undervalued’ and will benefit from an improvement in the domestic and global economy. In recent months Vecht and Kuczma have identified several new inve...
Blackrock Latin American Investment Trust: 1 director bought
A director at Blackrock Latin American Investment Trust bought 5,000 shares at 370p and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the ...
- Pedro Fonseca
BlackRock Latin American Inv. Trust - Finding opportunities across the...
BlackRock Latin American Investment Trust (BRLA) is managed by Sam Vecht and Ed Kuczma. Since their appointment in late December 2018, they have concentrated the portfolio and employed gearing more tactically. While mindful of the risks surrounding the global pandemic, the managers are cautiously optimistic on the outlook for Latin America, expecting a sharp improvement in Brazilian economic growth in 2021 helped by robust Chinese demand for commodities. US dollar weakness has also historically ...
- Pedro Fonseca
BlackRock Latin American Inv. Trust - Celebrating its 30-year annivers...
BlackRock Latin American Investment Trust (BRLA) has been managed by Sam Vecht and Ed Kuczma since late December 2018. They have created a more concentrated portfolio comprising their highest-conviction ideas in the region. The managers are employing gearing in a more tactical way, which they report has proved successful in both up and down markets, and they have been more active in adding to and trimming positions when deemed appropriate. As a result of the changes made, BRLA now has higher sto...
- Pedro Fonseca
BlackRock Latin American Inv. Trust - Seeking high quality, growth bus...
BlackRock Latin American Investment Trust (BRLA) is managed by Ed Kuczma and Sam Vecht. The managers are constructive on the outlook for Latin American equities, believing the favourable interest rate environment is supportive for consumption growth. They seek high-quality businesses that are able to grow earnings and cash flows over the economic cycle. The managers have reduced the trust’s cyclical exposure, focusing more on companies with internal growth drivers and attractive dividend yield...
- Mel Jenner
BlackRock Latin American Inv. Trust - New experienced lead managers
BlackRock Latin American Investment Trust (BRLA) has two experienced new co-managers, Ed Kuczma and Sam Vecht, who are part of BlackRock’s well-resourced global emerging markets equities team and were appointed to manage BRLA in December 2018, following the resignation of former lead manager Will Landers. Kuczma had worked closely with Landers for a number of years and says the transition should be smooth. The managers are constructive on the outlook for Latin American equities in 2019, follow...
- Mel Jenner
BlackRock Latin American Inv. Trust - New dividend and discount manage...
BlackRock Latin American Investment Trust (BRLA) is managed by Will Landers, who says that investor attitudes towards Latin American equities have changed. 2017 was a period of confidence in the region’s prospects, but now there is more scepticism about the growth outlook. However, the manager remains optimistic about potential returns from Latin American equities. In the key Brazilian economy, he cites higher domestic demand and a favourable interest rate environment, with the benchmark inter...
- Mel Jenner
Economic progress in Brazil
BlackRock Latin American Investment Trust (BRLA) is a well-established fund offering exposure to Latin America via a diversified equity portfolio. Manager William Landers aims to generate an attractive total return from a portfolio of 50-75 holdings invested across the capitalisation spectrum. He notes that despite negative political headlines in Brazil (the largest economy in the region), there is economic progress helped by falling interest rates and an inflation rate that is lower than the Ce...
The beginning of a sustained bull market?
BlackRock Latin American Investment Trust (BRLA) is a long-established fund investing in Latin American equities. Manager Will Landers runs a 50-75 stock portfolio with daily input from a dedicated Latin America team. BRLA aims to generate an attractive total return, superior to that of its benchmark, the MSCI Emerging Markets Latin America Index. The fund is overweight Brazil, which surged when impeachment proceedings were brought against former president Dilma Rousseff, and underweight Mexico,...
The beginning of a sustained bull market?
BlackRock Latin American Investment Trust (BRLA) is a long-established fund investing in Latin American equities. Manager Will Landers runs a 50-75 stock portfolio with daily input from a dedicated Latin America team. BRLA aims to generate an attractive total return, superior to that of its benchmark, the MSCI Emerging Markets Latin America Index. The fund is overweight Brazil, which surged when impeachment proceedings were brought against former president Dilma Rousseff, and underweight Mexico,...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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