Latin America's EM Resource Boom: Copper, Gold And Growth

Latin America is a natural diversifier away from AI concentration risk. As EM nations diversify from the USD, gold is a natural alternative.

Seeking Alpha • Oct 24, 2026

IMF urges Latin America to cut debt, lift productivity while tailwinds last

The International Monetary Fund urged Latin American governments on Friday to take advantage of still-favorable global conditions to cut public debt and raise productivity, while it warned that a fiscal ​adjustment has stalled in many countries.

Reuters • Oct 16, 2026

Latin America most exposed to any US ban on diesel exports, Goldman Sachs says

Goldman Sachs said on Friday that Latin America would be the region most exposed to any US ban ​on diesel exports.

Reuters • Oct 2, 2026

Caruso-Cabrera: The investing tailwinds for Latin America are the best in decades

As measured by the iShares Latin America 40 ETF (ILF), the region is handily beating the S&P 500 year to date, up 15% compared to the S&P's 11% move

CNBC • Sep 20, 2026

Foreign Stocks Lose Their Edge As U.S. Momentum Roars Back

Vanguard Total International Stock Index Fund is up 15.7% year to date, maintaining a moderate premium over the U.S. stock market's 14.0% gain via the SPDR S&P 500 ETF. But the return spread is narrowing, and the recent surge in U.S. stocks could be an early sign that international equities will soon fall behind in relative terms.

Seeking Alpha • Aug 11, 2026

ILF: Not Looking Bad With No Tech, Lots Of Energy And Financials

iShares Latin America 40 ETF is reiterated as a "Buy," supported by attractive valuation and technical support near the 200-day moving average. ILF trades at a low 9.8x P/E, offers a 2.90% yield, and is heavily weighted toward Financials and Energy, with no Tech exposure. Momentum has cooled, but cyclical sector dominance and July seasonality suggest a favorable near-term risk/reward profile.

Seeking Alpha • Jul 1, 2026

3 ETFs Offering Exposure to Latin America's Stock Market Rally

Although not uniform across the region, a number of Latin American equity markets have outperformed the S&P 500 year to date (YTD). Emerging markets in Peru, Colombia, Brazil, and elsewhere have all beaten the S&P's 9% YTD returns, thanks to a combination of factors, including higher prices for certain commodities, growing AI-related demand for outputs such as copper, lithium, and nickel, and favorable company valuations.

MarketBeat • Jul 1, 2026

ILF: Bullish On Latin America, But I Don't Love This Fund's Portfolio

The iShares Latin America 40 ETF has surged over the past year, along with many individual country markets in the region. Latin America benefits from commodity booms and favorable political trends, but ILF may miss out on key growth themes like rising middle-class consumption. The portfolio is heavily tied to Brazil and doesn't offer much diversification around the region's smaller countries.

Seeking Alpha • Apr 19, 2026

US–Iran Ceasefire Ignites EM ETF Rally With A Twist: Brazil In, India Out

A tentative U.S/–Iran ceasefire has reignited risk appetite across emerging markets, driving more than $1.1 billion into U.S.-listed EM ETFs and snapping a four-week streak of heavy outflows, reported Bloomberg.

Benzinga • Apr 13, 2026

Pelosky: Emerging Markets Gain on U.S. Weakness, Opportunities in NVDA & ETFs

Jay Pelosky says geopolitical tensions are accelerating a rotation out of U.S. equities and into international markets. He discusses new leadership in emerging markets as AI‑linked names like Nvidia (NVDA) experience stock de-ratings.