Origin Story of the Bretton Woods Order
The origin story of the Bretton Woods order gives the context required to understand why globalization failed and what is coming next. In...
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EMERGING MARKETS BUSINESS
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Dec 29, 2023
Five Fearless Predictions for 2024
As 2023 sets here are some big and bold predictions for 2024.
Dec 23, 2023
Suez Canal and Emerging Markets
The conflict in the Red Sea has disrupted the Suez Canal but does it actually matter, who is impacted, and what about the oil?
Dec 17, 2023
Fairytale of Office-to-Residential Conversions
Converting underutilized offices to residential is difficult to pull off and in most cases cheaper to demo and build the apartment...
Dec 9, 2023
The DRC is Africa's Saudi Arabia 🔋
Cobalt is essential for EV batteries and the DRC contains 50% of the world's reserves and is responsible for 70% of global production.
Dec 2, 2023
Emerging Markets Need Fed Rate Cuts Now
The impact of fed monetary policy on emerging economies is difficult to understate. When rates are low, emerging market debt and equities ar
Nov 23, 2023
Argentina is Back on Investors' Radars
Smart investors ought to be paying attention to Argentina, something big is afoot and you don't want to miss out. Plan to strike in 2025 and
Nov 18, 2023
Origin of "Emerging Markets"
“Emerging markets” is a descriptor generally used to describe the handful of countries not too rich, and not too poor, and not too closed to
Nov 11, 2023
Coworking Is Not The Holy Grail
The biggest news in real estate this week was the Chapter 11 bankruptcy filing by WeWork. Let’s take a look at the coworking office business
Nov 3, 2023
Exclusive Q&A: Brittain Ladd & Peter Schatzberg
Two top international business experts share what they are telling their CEO clients about the state of the world.
Oct 27, 2023
Thailand's Land Bridge Parallels Mexico's Interoceanic Corridor
Both countries have an opportunity to alleviate shipping chokepoints while boosting their own economies and geopolitical standing.
Oct 21, 2023
Replacing Brazil as the King of South America 🤴
Argentina is poised and ideally suited to rapidly overtake Brazil as the most important economy and geopolitical influencer in South America
Oct 14, 2023
Argentina Was Born to be an Exporting Superpower
Argentina was born to be an exporting superpower. It has superb geographic attributes and advantages, fertile and arable land, strong econom
Oct 7, 2023
What the hell went wrong with Argentina?
After nearly 100 years of devotion to Peronism, the Argentina of today is one characterized by corruption, underperformance, inflation, unpa
Sep 30, 2023
Mexico Industrial Might be the Biggest Bubble in the History of LATAM Real Estate
Bubbles in the investment world occur when a surge in asset prices is driven not by fundamentals, but instead by hype, wishful thinking, ove
Sep 23, 2023
Investor Spotlight: Paladin Realty Partners
An assessment, and interview with the CIO, of one of the most active real estate investors in Latin America over the last four decades.
Sep 16, 2023
Part 3: Data Center Series
In this three-part series we will examine the data center investment thesis and its impact on emerging market real estate investors.
Sep 16, 2023
Part 2: Data Center Series
In this three-part series we will examine the data center investment thesis and its impact on emerging market real estate investors.
Sep 16, 2023
Part 1: Data Center Series
In this three-part series we will examine the data center investment thesis and its impact on emerging market real estate investors.
Aug 26, 2023
BRICS Expansion is a "Nothingburger"
This week’s BRICS Summit welcomed Saudi Arabia, Iran, Ethiopia, Egypt, Argentina and the UAE to its alliance. The consequences of the summit
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